AIMZ Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $494K | Hold |
|
|||||
|
2025
Q2 | $475K | Sell |
|
|||||
|
2025
Q1 | $555K | Hold |
|
|||||
|
2024
Q4 | $515K | Hold |
|
|||||
|
2024
Q3 | $541K | Sell |
|
|||||
|
2024
Q2 | $504K | Hold |
|
|||||
|
2024
Q1 | $557K | Hold |
|
|||||
|
2023
Q4 | $586K | Hold |
|
|||||
|
2023
Q3 | $521K | Hold |
|
|||||
|
2023
Q2 | $590K | Sell |
|
|||||
|
2023
Q1 | $637K | Hold |
|
|||||
|
2022
Q4 | $600K | Sell |
|
|||||
|
2022
Q3 | $595K | Sell |
|
|||||
|
2022
Q2 | $735K | Hold |
|
|||||
|
2022
Q1 | $736K | Hold |
|
|||||
|
2021
Q4 | $798K | Hold |
|
|||||
|
2021
Q3 | $718K | Hold |
|
|||||
|
2021
Q2 | $688K | Hold |
|
|||||
|
2021
Q1 | $667K | Hold |
|
|||||
|
2020
Q4 | $639K | Hold |
|
|||||
|
2020
Q3 | $653K | Hold |
|
|||||
|
2020
Q2 | $549K | Sell |
|
|||||
|
2020
Q1 | $608K | Hold |
|
|||||
|
2019
Q4 | $727K | Hold |
|
|||||
|
2019
Q3 | $789K | Sell |
|
|||||
|
2019
Q2 | $765K | Hold |
|
|||||
|
2019
Q1 | $700K | Sell |
|
|||||
|
2018
Q4 | $663K | Hold |
|
|||||
|
2018
Q3 | $625K | Hold |
|
|||||
|
2018
Q2 | $585K | Hold |
|
|||||
|
2018
Q1 | $584K | Hold |
|
|||||
|
2017
Q4 | $643K | Hold |
|
|||||
|
2017
Q3 | $585K | Hold |
|
|||||
|
2017
Q2 | $572K | Hold |
|
|||||
|
2017
Q1 | $484K | Hold |
|
|||||
|
2016
Q4 | $455K | Hold |
|
|||||
|
2016
Q3 | $431K | Hold |
|
|||||
|
2016
Q2 | $449K | Sell |
|
|||||
|
2016
Q1 | $902K | Buy |
|
|||||
|
2015
Q4 | $465K | Sell |
|
|||||
|
2015
Q3 | $427K | Buy |
|
|||||
|
2015
Q2 | $398K | Hold |
|
|||||
|
2015
Q1 | $408K | Sell |
|
|||||
|
2014
Q4 | $400K | Buy |
|