AIFAIM
American Institute for Advanced Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
1,325
| – | – | 0.27% | 94 |
|
|
2025
Q1 | $414K | Hold |
1,325
| – | – | 0.32% | 85 |
|
|
2024
Q4 | $384K | Sell |
1,325
-20
| -1% | -$5.8K | 0.29% | 86 |
|
|
2024
Q3 | $410K | Sell |
1,345
-50
| -4% | -$15.2K | 0.29% | 89 |
|
|
2024
Q2 | $356K | Sell |
1,395
-95
| -6% | -$24.2K | 0.27% | 95 |
|
|
2024
Q1 | $420K | Hold |
1,490
| – | – | 0.33% | 84 |
|
|
2023
Q4 | $442K | Hold |
1,490
| – | – | 0.39% | 71 |
|
|
2023
Q3 | $393K | Buy |
1,490
+95
| +7% | +$25K | 0.36% | 77 |
|
|
2023
Q2 | $416K | Buy |
1,395
+450
| +48% | +$134K | 0.36% | 76 |
|
|
2023
Q1 | $264K | Sell |
945
-550
| -37% | -$154K | 0.28% | 85 |
|
|
2022
Q4 | $394K | Hold |
1,495
| – | – | 0.36% | 75 |
|
|
2022
Q3 | $345K | Hold |
1,495
| – | – | 0.32% | 73 |
|
|
2022
Q2 | $369K | Buy |
1,495
+50
| +3% | +$12.3K | 0.32% | 76 |
|
|
2022
Q1 | $357K | Hold |
1,445
| – | – | 0.26% | 81 |
|
|
2021
Q4 | $387K | Hold |
1,445
| – | – | 0.26% | 81 |
|
|
2021
Q3 | $348K | Hold |
1,445
| – | – | 0.25% | 85 |
|
|
2021
Q2 | $334K | Hold |
1,445
| – | – | 0.24% | 87 |
|
|
2021
Q1 | $324K | Hold |
1,445
| – | – | 0.25% | 83 |
|
|
2020
Q4 | $310K | Hold |
1,445
| – | – | 0.25% | 82 |
|
|
2020
Q3 | $317K | Hold |
1,445
| – | – | 0.28% | 75 |
|
|
2020
Q2 | $267K | Hold |
1,445
| – | – | 0.25% | 76 |
|
|
2020
Q1 | $239K | Hold |
1,445
| – | – | 0.26% | 78 |
|
|
2019
Q4 | $286K | Buy |
+1,445
| New | +$286K | 0.28% | 79 |
|