AIA
Affinity Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,326
| Closed | -$1.81M | – | 205 |
|
|
2022
Q1 | $1.81M | Sell |
7,326
-269
| -4% | -$66.5K | 0.74% | 42 |
|
|
2021
Q4 | $2.04M | Buy |
7,595
+959
| +14% | +$257K | 0.82% | 38 |
|
|
2021
Q3 | $1.6M | Buy |
6,636
+402
| +6% | +$96.9K | 0.72% | 42 |
|
|
2021
Q2 | $1.44M | Sell |
6,234
-164
| -3% | -$37.9K | 0.65% | 52 |
|
|
2021
Q1 | $1.43M | Buy |
6,398
+70
| +1% | +$15.7K | 0.53% | 58 |
|
|
2020
Q4 | $1.36M | Hold |
6,328
| – | – | 0.55% | 55 |
|
|
2020
Q3 | $1.39M | Buy |
+6,328
| New | +$1.39M | 0.61% | 50 |
|
|
2018
Q3 | – | Sell |
-26,979
| Closed | -$4.23M | – | 171 |
|
|
2018
Q2 | $4.23M | Sell |
26,979
-12,045
| -31% | -$1.89M | 0.6% | 58 |
|
|
2018
Q1 | $6.1M | Sell |
39,024
-2,509
| -6% | -$392K | 0.71% | 56 |
|
|
2017
Q4 | $7.15M | Sell |
41,533
-946
| -2% | -$163K | 0.81% | 53 |
|
|
2017
Q3 | $6.66M | Sell |
42,479
-829
| -2% | -$130K | 0.77% | 55 |
|
|
2017
Q2 | $6.63M | Sell |
43,308
-19,239
| -31% | -$2.95M | 0.79% | 56 |
|
|
2017
Q1 | $8.11M | Buy |
62,547
+1,417
| +2% | +$184K | 0.73% | 57 |
|
|
2016
Q4 | $7.44M | Sell |
61,130
-461
| -0.7% | -$56.1K | 0.7% | 57 |
|
|
2016
Q3 | $7.11M | Sell |
61,591
-5,300
| -8% | -$611K | 0.6% | 60 |
|
|
2016
Q2 | $8.05M | Buy |
66,891
+12,494
| +23% | +$1.5M | 0.59% | 59 |
|
|
2016
Q1 | $6.84M | Buy |
54,397
+50,691
| +1,368% | +$6.37M | 0.6% | 58 |
|
|
2015
Q4 | $438K | Buy |
+3,706
| New | +$438K | 0.04% | 123 |
|