Apollon Wealth Management’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 | $16M | Buy |
54,647
+1,448
| +3% | +$423K | 0.32% | 59 |
|
2025
Q1 | $16.6M | Buy |
53,199
+3,428
| +7% | +$1.07M | 0.37% | 56 |
|
2024
Q4 | $14.4M | Buy |
49,771
+22,354
| +82% | +$6.48M | 0.33% | 62 |
|
2024
Q3 | $8.35M | Sell |
27,417
-827
| -3% | -$252K | 0.24% | 75 |
|
2024
Q2 | $7.2M | Buy |
28,244
+281
| +1% | +$71.6K | 0.22% | 77 |
|
2024
Q1 | $7.88M | Buy |
27,963
+40
| +0.1% | +$11.3K | 0.25% | 74 |
|
2023
Q4 | $8.28M | Buy |
27,923
+4,931
| +21% | +$1.46M | 0.29% | 68 |
|
2023
Q3 | $6.06M | Sell |
22,992
-724
| -3% | -$191K | 0.3% | 63 |
|
2023
Q2 | $7.08M | Buy |
23,716
+836
| +4% | +$249K | 0.34% | 55 |
|
2023
Q1 | $6.4M | Buy |
22,880
+214
| +0.9% | +$59.8K | 0.39% | 48 |
|
2022
Q4 | $5.97M | Buy |
22,666
+958
| +4% | +$252K | 0.42% | 45 |
|
2022
Q3 | $5.01M | Buy |
21,708
+250
| +1% | +$57.7K | 0.41% | 48 |
|
2022
Q2 | $5.3M | Sell |
21,458
-942
| -4% | -$233K | 0.44% | 41 |
|
2022
Q1 | $5.54M | Sell |
22,400
-1,979
| -8% | -$489K | 0.39% | 48 |
|
2021
Q4 | $6.54M | Buy |
24,379
+8,326
| +52% | +$2.23M | 0.49% | 38 |
|
2021
Q3 | $3.87M | Buy |
16,053
+5,168
| +47% | +$1.25M | 0.53% | 38 |
|
2021
Q2 | $2.51M | Sell |
10,885
-240
| -2% | -$55.4K | 0.45% | 44 |
|
2021
Q1 | $2.49M | Sell |
11,125
-11,887
| -52% | -$2.66M | 0.48% | 45 |
|
2020
Q4 | $4.94M | Buy |
23,012
+19,632
| +581% | +$4.21M | 1.34% | 16 |
|
2020
Q3 | $742K | Buy |
3,380
+288
| +9% | +$63.2K | 0.33% | 71 |
|
2020
Q2 | $570K | Buy |
3,092
+544
| +21% | +$100K | 0.31% | 49 |
|
2020
Q1 | $421K | Buy |
2,548
+240
| +10% | +$39.7K | 0.43% | 38 |
|
2019
Q4 | $477K | Sell |
2,308
-143
| -6% | -$29.6K | 0.42% | 38 |
|
2019
Q3 | $526K | Buy |
2,451
+2,078
| +557% | +$446K | 0.55% | 31 |
|
2019
Q2 | $77K | Buy |
+373
| New | +$77K | 0.09% | 76 |
|