Apriem Advisors’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 | $218K | Hold |
747
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $233K | Sell |
747
-52
| -7% | -$16.2K | 0.03% | 163 |
|
|
2024
Q4 | $232K | Buy |
799
+39
| +5% | +$11.3K | 0.03% | 170 |
|
|
2024
Q3 | $231K | Sell |
760
-59
| -7% | -$18K | 0.03% | 161 |
|
|
2024
Q2 | $209K | Buy |
819
+18
| +2% | +$4.59K | 0.03% | 164 |
|
|
2024
Q1 | $226K | Sell |
801
-272
| -25% | -$76.7K | 0.03% | 155 |
|
|
2023
Q4 | $318K | Buy |
1,073
+143
| +15% | +$42.4K | 0.04% | 117 |
|
|
2023
Q3 | $245K | Buy |
930
+63
| +7% | +$16.6K | 0.04% | 128 |
|
|
2023
Q2 | $259K | Sell |
867
-41
| -5% | -$12.2K | 0.04% | 124 |
|
|
2023
Q1 | $254K | Buy |
+908
| New | +$254K | 0.04% | 127 |
|
|
2018
Q3 | – | Sell |
-847
| Closed | -$133K | – | 274 |
|
|
2018
Q2 | $133K | Buy |
+847
| New | +$133K | 0.03% | 149 |
|
|
2017
Q2 | – | Sell |
-987
| Closed | -$128K | – | 371 |
|
|
2017
Q1 | $128K | Buy |
987
+2
| +0.2% | +$259 | 0.03% | 153 |
|
|
2016
Q4 | $120K | Buy |
985
+31
| +3% | +$3.78K | 0.04% | 150 |
|
|
2016
Q3 | $110K | Sell |
954
-579
| -38% | -$66.8K | 0.03% | 156 |
|
|
2016
Q2 | $184K | Buy |
1,533
+241
| +19% | +$28.9K | 0.06% | 119 |
|
|
2016
Q1 | $162K | Buy |
1,292
+293
| +29% | +$36.7K | 0.06% | 108 |
|
|
2015
Q4 | $118K | Buy |
999
+3
| +0.3% | +$354 | 0.04% | 123 |
|
|
2015
Q3 | $98K | Sell |
996
-797
| -44% | -$78.4K | 0.04% | 142 |
|
|
2015
Q2 | $170K | Buy |
1,793
+643
| +56% | +$61K | 0.06% | 103 |
|
|
2015
Q1 | $112K | Buy |
1,150
+189
| +20% | +$18.4K | 0.04% | 136 |
|
|
2014
Q4 | $90K | Buy |
961
+4
| +0.4% | +$375 | 0.03% | 145 |
|
|
2014
Q3 | $91K | Sell |
957
-6,833
| -88% | -$650K | 0.03% | 147 |
|
|
2014
Q2 | $785K | Sell |
7,790
-52
| -0.7% | -$5.24K | 0.3% | 70 |
|
|
2014
Q1 | $769K | Buy |
7,842
+3
| +0% | +$294 | 0.29% | 71 |
|
|
2013
Q4 | $761K | Sell |
7,839
-168
| -2% | -$16.3K | 0.3% | 65 |
|
|
2013
Q3 | $770K | Sell |
8,007
-137
| -2% | -$13.2K | 0.33% | 63 |
|
|
2013
Q2 | $806K | Buy |
+8,144
| New | +$806K | 0.39% | 56 |
|