Alesco Advisors’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 | $354K | Sell |
1,213
-2
| -0.2% | -$584 | 0.01% | 151 |
|
|
2025
Q1 | $380K | Sell |
1,215
-15
| -1% | -$4.69K | 0.01% | 140 |
|
|
2024
Q4 | $357K | Buy |
1,230
+83
| +7% | +$24.1K | 0.01% | 149 |
|
|
2024
Q3 | $349K | Hold |
1,147
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $292K | Sell |
1,147
-447
| -28% | -$114K | 0.01% | 154 |
|
|
2024
Q1 | $449K | Buy |
1,594
+445
| +39% | +$125K | 0.01% | 133 |
|
|
2023
Q4 | $341K | Hold |
1,149
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $303K | Hold |
1,149
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $343K | Hold |
1,149
| – | – | 0.01% | 132 |
|
|
2023
Q1 | $321K | Buy |
1,149
+152
| +15% | +$42.5K | 0.01% | 135 |
|
|
2022
Q4 | $263K | Buy |
997
+11
| +1% | +$2.9K | 0.01% | 149 |
|
|
2022
Q3 | $228K | Hold |
986
| – | – | 0.01% | 142 |
|
|
2022
Q2 | $243K | Hold |
986
| – | – | 0.01% | 136 |
|
|
2022
Q1 | $244K | Buy |
986
+48
| +5% | +$11.9K | 0.01% | 136 |
|
|
2021
Q4 | $251K | Sell |
938
-28
| -3% | -$7.49K | 0.01% | 131 |
|
|
2021
Q3 | $233K | Sell |
966
-28
| -3% | -$6.75K | 0.01% | 129 |
|
|
2021
Q2 | $230K | Hold |
994
| – | – | 0.01% | 129 |
|
|
2021
Q1 | $223K | Hold |
994
| – | – | 0.01% | 123 |
|
|
2020
Q4 | $213K | Hold |
994
| – | – | 0.01% | 123 |
|
|
2020
Q3 | $218K | Buy |
+994
| New | +$218K | 0.01% | 116 |
|
|
2019
Q4 | – | Sell |
-938
| Closed | -$201K | – | 170 |
|
|
2019
Q3 | $201K | Buy |
+938
| New | +$201K | 0.01% | 128 |
|