American Institute for Advanced Investment Management’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
Q2 | $387K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $286K | Buy |
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