AO
Advisor OS’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
10,738
+753
| +8% | +$220K | 0.31% | 49 |
|
|
2025
Q1 | $3.12M | Buy |
9,985
+593
| +6% | +$185K | 0.35% | 46 |
|
|
2024
Q4 | $2.72M | Buy |
9,392
+330
| +4% | +$95.7K | 0.32% | 58 |
|
|
2024
Q3 | $2.76M | Buy |
9,062
+426
| +5% | +$130K | 0.27% | 64 |
|
|
2024
Q2 | $2.2M | Sell |
8,636
-175
| -2% | -$44.6K | 0.24% | 78 |
|
|
2024
Q1 | $2.48M | Buy |
8,811
+1,919
| +28% | +$541K | 0.29% | 64 |
|
|
2023
Q4 | $2.04M | Buy |
6,892
+161
| +2% | +$47.7K | 0.27% | 70 |
|
|
2023
Q3 | $1.77M | Sell |
6,731
-2,553
| -27% | -$673K | 0.27% | 71 |
|
|
2023
Q2 | $2.77M | Sell |
9,284
-1,657
| -15% | -$494K | 0.45% | 43 |
|
|
2023
Q1 | $3.06M | Sell |
10,941
-264
| -2% | -$73.8K | 0.73% | 29 |
|
|
2022
Q4 | $2.95M | Buy |
11,205
+2,763
| +33% | +$728K | 0.78% | 27 |
|
|
2022
Q3 | $1.95M | Sell |
8,442
-665
| -7% | -$154K | 0.59% | 39 |
|
|
2022
Q2 | $2.25M | Buy |
9,107
+2,345
| +35% | +$579K | 0.66% | 34 |
|
|
2022
Q1 | $1.67M | Buy |
6,762
+661
| +11% | +$163K | 0.48% | 45 |
|
|
2021
Q4 | $1.64M | Buy |
6,101
+318
| +5% | +$85.3K | 0.33% | 75 |
|
|
2021
Q3 | $1.39M | Buy |
5,783
+377
| +7% | +$90.8K | 0.3% | 76 |
|
|
2021
Q2 | $1.25M | Buy |
5,406
+983
| +22% | +$227K | 0.26% | 76 |
|
|
2021
Q1 | $991K | Buy |
4,423
+348
| +9% | +$78K | 0.22% | 81 |
|
|
2020
Q4 | $875K | Buy |
4,075
+1,965
| +93% | +$422K | 0.23% | 63 |
|
|
2020
Q3 | $463K | Sell |
2,110
-1,434
| -40% | -$315K | 0.19% | 58 |
|
|
2020
Q2 | $654K | Buy |
+3,544
| New | +$654K | 0.39% | 54 |
|