Alaethes Wealth’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 | $350K | Sell |
1,199
-20
| -2% | -$5.84K | 0.1% | 95 |
|
|
2025
Q1 | $381K | Buy |
1,219
+35
| +3% | +$10.9K | 0.14% | 93 |
|
|
2024
Q4 | $343K | Hold |
1,184
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $361K | Buy |
1,184
+153
| +15% | +$46.6K | 0.13% | 96 |
|
|
2024
Q2 | $263K | Sell |
1,031
-55
| -5% | -$14K | 0.11% | 100 |
|
|
2024
Q1 | $306K | Sell |
1,086
-379
| -26% | -$107K | 0.13% | 99 |
|
|
2023
Q4 | $434K | Buy |
1,465
+13
| +0.9% | +$3.86K | 0.21% | 94 |
|
|
2023
Q3 | $383K | Sell |
1,452
-3
| -0.2% | -$790 | 0.21% | 93 |
|
|
2023
Q2 | $434K | Buy |
1,455
+21
| +1% | +$6.27K | 0.24% | 92 |
|
|
2023
Q1 | $401K | Buy |
1,434
+423
| +42% | +$118K | 0.24% | 94 |
|
|
2022
Q4 | $266K | Sell |
1,011
-64
| -6% | -$16.9K | 0.18% | 93 |
|
|
2022
Q3 | $248K | Hold |
1,075
| – | – | 0.18% | 95 |
|
|
2022
Q2 | $265K | Sell |
1,075
-1,713
| -61% | -$422K | 0.2% | 94 |
|
|
2022
Q1 | $689K | Sell |
2,788
-2,284
| -45% | -$564K | 0.44% | 80 |
|
|
2021
Q4 | $1.36M | Buy |
5,072
+464
| +10% | +$124K | 0.86% | 39 |
|
|
2021
Q3 | $1.11M | Sell |
4,608
-137
| -3% | -$33K | 0.81% | 45 |
|
|
2021
Q2 | $1.1M | Buy |
4,745
+169
| +4% | +$39K | 0.85% | 40 |
|
|
2021
Q1 | $1.03M | Buy |
+4,576
| New | +$1.03M | 0.95% | 35 |
|