AM Investment Strategies’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 | $1.58M | Buy |
5,407
+29
| +0.5% | +$8.47K | 0.37% | 37 |
|
|
2025
Q1 | $1.68M | Sell |
5,378
-418
| -7% | -$131K | 0.41% | 36 |
|
|
2024
Q4 | $1.68M | Sell |
5,796
-376
| -6% | -$109K | 0.41% | 36 |
|
|
2024
Q3 | $1.88M | Sell |
6,172
-564
| -8% | -$172K | 0.46% | 33 |
|
|
2024
Q2 | $1.72M | Sell |
6,736
-745
| -10% | -$190K | 0.42% | 35 |
|
|
2024
Q1 | $2.11M | Sell |
7,481
-280
| -4% | -$78.9K | 0.54% | 31 |
|
|
2023
Q4 | $2.3M | Sell |
7,761
-305
| -4% | -$90.4K | 0.65% | 27 |
|
|
2023
Q3 | $2.13M | Sell |
8,066
-307
| -4% | -$80.9K | 0.69% | 27 |
|
|
2023
Q2 | $2.5M | Buy |
8,373
+15
| +0.2% | +$4.48K | 0.78% | 23 |
|
|
2023
Q1 | $2.34M | Sell |
8,358
-300
| -3% | -$83.9K | 0.8% | 25 |
|
|
2022
Q4 | $2.28M | Sell |
8,658
-200
| -2% | -$52.7K | 0.81% | 24 |
|
|
2022
Q3 | $2.04M | Sell |
8,858
-528
| -6% | -$122K | 0.75% | 24 |
|
|
2022
Q2 | $2.32M | Sell |
9,386
-270
| -3% | -$66.7K | 0.81% | 25 |
|
|
2022
Q1 | $2.39M | Sell |
9,656
-147
| -1% | -$36.4K | 0.63% | 26 |
|
|
2021
Q4 | $2.63M | Hold |
9,803
| – | – | 0.63% | 26 |
|
|
2021
Q3 | $2.36M | Buy |
9,803
+125
| +1% | +$30.1K | 0.62% | 25 |
|
|
2021
Q2 | $2.24M | Hold |
9,678
| – | – | 0.58% | 25 |
|
|
2021
Q1 | $2.17M | Hold |
9,678
| – | – | 0.6% | 25 |
|
|
2020
Q4 | $2.08M | Sell |
9,678
-25
| -0.3% | -$5.37K | 0.64% | 26 |
|
|
2020
Q3 | $2.13M | Buy |
+9,703
| New | +$2.13M | 0.75% | 27 |
|