Affiance Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,262
-416
| -7% | -$122K | 0.31% | 40 |
|
|
2025
Q1 | $1.77M | Hold |
5,678
| – | – | 0.41% | 34 |
|
|
2024
Q4 | $1.65M | Sell |
5,678
-565
| -9% | -$164K | 0.39% | 41 |
|
|
2024
Q3 | $1.9M | Sell |
6,243
-690
| -10% | -$210K | 0.46% | 32 |
|
|
2024
Q2 | $1.77M | Buy |
6,933
+200
| +3% | +$51K | 0.46% | 33 |
|
|
2024
Q1 | $1.9M | Sell |
6,733
-400
| -6% | -$113K | 0.51% | 30 |
|
|
2023
Q4 | $2.12M | Buy |
7,133
+200
| +3% | +$59.3K | 0.62% | 26 |
|
|
2023
Q3 | $1.83M | Buy |
6,933
+63
| +0.9% | +$16.6K | 0.93% | 23 |
|
|
2023
Q2 | $2.05M | Buy |
6,870
+317
| +5% | +$94.6K | 1% | 19 |
|
|
2023
Q1 | $1.83M | Hold |
6,553
| – | – | 0.97% | 20 |
|
|
2022
Q4 | $1.73M | Sell |
6,553
-277
| -4% | -$73K | 0.7% | 28 |
|
|
2022
Q3 | $1.58M | Buy |
6,830
+5
| +0.1% | +$1.15K | 0.89% | 20 |
|
|
2022
Q2 | $1.69M | Hold |
6,825
| – | – | 0.91% | 21 |
|
|
2022
Q1 | $1.69M | Sell |
6,825
-11
| -0.2% | -$2.72K | 0.82% | 24 |
|
|
2021
Q4 | $1.83M | Sell |
6,836
-309
| -4% | -$82.9K | 0.77% | 30 |
|
|
2021
Q3 | $1.72M | Sell |
7,145
-3
| -0% | -$723 | 0.75% | 29 |
|
|
2021
Q2 | $1.65M | Buy |
7,148
+721
| +11% | +$167K | 0.7% | 30 |
|
|
2021
Q1 | $1.44M | Sell |
6,427
-69
| -1% | -$15.5K | 0.64% | 35 |
|
|
2020
Q4 | $1.39M | Buy |
6,496
+93
| +1% | +$20K | 0.73% | 30 |
|
|
2020
Q3 | $1.41M | Hold |
6,403
| – | – | 0.81% | 28 |
|
|
2020
Q2 | $1.18M | Sell |
6,403
-578
| -8% | -$107K | 0.64% | 33 |
|
|
2020
Q1 | $1.15M | Hold |
6,981
| – | – | 0.8% | 27 |
|
|
2019
Q4 | $1.38M | Sell |
6,981
-178
| -2% | -$35.2K | 0.76% | 26 |
|
|
2019
Q3 | $1.54M | Hold |
7,159
| – | – | 0.93% | 22 |
|
|
2019
Q2 | $1.49M | Hold |
7,159
| – | – | 0.91% | 24 |
|
|
2019
Q1 | $1.36M | Hold |
7,159
| – | – | 0.86% | 23 |
|
|
2018
Q4 | $1.27M | Sell |
7,159
-103
| -1% | -$18.3K | 0.84% | 25 |
|
|
2018
Q3 | $1.22M | Buy |
7,262
+61
| +0.8% | +$10.2K | 0.8% | 23 |
|
|
2018
Q2 | $1.13M | Buy |
7,201
+142
| +2% | +$22.2K | 0.86% | 22 |
|
|
2018
Q1 | $1.1M | Hold |
7,059
| – | – | 0.98% | 17 |
|
|
2017
Q4 | $1.22M | Sell |
7,059
-108
| -2% | -$18.6K | 0.9% | 21 |
|
|
2017
Q3 | $1.12M | Hold |
7,167
| – | – | 0.9% | 21 |
|
|
2017
Q2 | $1.1M | Hold |
7,167
| – | – | 0.87% | 22 |
|
|
2017
Q1 | $929K | Hold |
7,167
| – | – | 0.72% | 26 |
|
|
2016
Q4 | $872K | Sell |
7,167
-53
| -0.7% | -$6.45K | 0.7% | 27 |
|
|
2016
Q3 | $833K | Buy |
7,220
+53
| +0.7% | +$6.12K | 0.68% | 28 |
|
|
2016
Q2 | $862K | Sell |
7,167
-136
| -2% | -$16.4K | 0.73% | 26 |
|
|
2016
Q1 | $918K | Hold |
7,303
| – | – | 0.88% | 26 |
|
|
2015
Q4 | $863K | Sell |
7,303
-270
| -4% | -$31.9K | 0.89% | 27 |
|
|
2015
Q3 | $746K | Sell |
7,573
-124
| -2% | -$12.2K | 0.93% | 29 |
|
|
2015
Q2 | $732K | Hold |
7,697
| – | – | 0.93% | 28 |
|
|
2015
Q1 | $750K | Buy |
7,697
+810
| +12% | +$78.9K | 1.14% | 20 |
|
|
2014
Q4 | $645K | Buy |
+6,887
| New | +$645K | 1.13% | 21 |
|