Apeiron RIA’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 | $358K | Sell |
1,225
-60
| -5% | -$17.5K | 0.09% | 151 |
|
2025
Q1 | $402K | Sell |
1,285
-49
| -4% | -$15.3K | 0.12% | 137 |
|
2024
Q4 | $387K | Buy |
1,334
+302
| +29% | +$87.6K | 0.11% | 140 |
|
2024
Q3 | $314K | Sell |
1,032
-28
| -3% | -$8.53K | 0.09% | 160 |
|
2024
Q2 | $270K | Buy |
1,060
+157
| +17% | +$40K | 0.08% | 175 |
|
2024
Q1 | $254K | Buy |
903
+7
| +0.8% | +$1.97K | 0.07% | 180 |
|
2023
Q4 | $266K | Buy |
896
+61
| +7% | +$18.1K | 0.08% | 172 |
|
2023
Q3 | $220K | Buy |
835
+80
| +11% | +$21.1K | 0.08% | 180 |
|
2023
Q2 | $225K | Buy |
+755
| New | +$225K | 0.08% | 175 |
|