AIA
Allied Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
1,332
+55
| +4% | +$16.1K | 0.07% | 64 |
|
|
2025
Q1 | $399K | Hold |
1,277
| – | – | 0.08% | 61 |
|
|
2024
Q4 | $370K | Buy |
1,277
+204
| +19% | +$59.1K | 0.07% | 60 |
|
|
2024
Q3 | $327K | Hold |
1,073
| – | – | 0.06% | 59 |
|
|
2024
Q2 | $273K | Hold |
1,073
| – | – | 0.06% | 59 |
|
|
2024
Q1 | $303K | Hold |
1,073
| – | – | 0.07% | 53 |
|
|
2023
Q4 | $318K | Hold |
1,073
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $283K | Hold |
1,073
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $320K | Sell |
1,073
-221
| -17% | -$65.9K | 0.09% | 48 |
|
|
2023
Q1 | $362K | Hold |
1,294
| – | – | 0.11% | 46 |
|
|
2022
Q4 | $341K | Hold |
1,294
| – | – | 0.11% | 47 |
|
|
2022
Q3 | $299K | Buy |
1,294
+80
| +7% | +$18.5K | 0.11% | 46 |
|
|
2022
Q2 | $300K | Sell |
1,214
-263
| -18% | -$65K | 0.11% | 46 |
|
|
2022
Q1 | $365K | Buy |
1,477
+263
| +22% | +$65K | 0.12% | 45 |
|
|
2021
Q4 | $325K | Hold |
1,214
| – | – | 0.11% | 47 |
|
|
2021
Q3 | $293K | Sell |
1,214
-1
| -0.1% | -$241 | 0.11% | 49 |
|
|
2021
Q2 | $281K | Buy |
1,215
+14
| +1% | +$3.24K | 0.11% | 50 |
|
|
2021
Q1 | $269K | Sell |
1,201
-40
| -3% | -$8.96K | 0.12% | 45 |
|
|
2020
Q4 | $266K | Hold |
1,241
| – | – | 0.13% | 44 |
|
|
2020
Q3 | $272K | Hold |
1,241
| – | – | 0.15% | 44 |
|
|
2020
Q2 | $229K | Buy |
+1,241
| New | +$229K | 0.13% | 44 |
|
|
2020
Q1 | – | Sell |
-1,181
| Closed | -$233K | – | 47 |
|
|
2019
Q4 | $233K | Hold |
1,181
| – | – | 0.14% | 42 |
|
|
2019
Q3 | $254K | Hold |
1,181
| – | – | 0.16% | 42 |
|
|
2019
Q2 | $245K | Buy |
+1,181
| New | +$245K | 0.16% | 43 |
|