Aprio 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 | $686K | Sell |
2,349
-459
| -16% | -$134K | 0.08% | 150 |
|
|
2025
Q1 | $877K | Buy |
2,808
+785
| +39% | +$245K | 0.11% | 118 |
|
|
2024
Q4 | $587K | Buy |
2,023
+264
| +15% | +$76.5K | 0.09% | 124 |
|
|
2024
Q3 | $536K | Sell |
1,759
-239
| -12% | -$72.8K | 0.09% | 122 |
|
|
2024
Q2 | $509K | Buy |
1,998
+69
| +4% | +$17.6K | 0.09% | 107 |
|
|
2024
Q1 | $544K | Sell |
1,929
-32
| -2% | -$9.02K | 0.11% | 97 |
|
|
2023
Q4 | $582K | Buy |
1,961
+578
| +42% | +$171K | 0.13% | 87 |
|
|
2023
Q3 | $364K | Buy |
1,383
+285
| +26% | +$75.1K | 0.1% | 100 |
|
|
2023
Q2 | $328K | Buy |
1,098
+177
| +19% | +$52.8K | 0.09% | 102 |
|
|
2023
Q1 | $257K | Buy |
921
+131
| +17% | +$36.6K | 0.08% | 116 |
|
|
2022
Q4 | $208K | Buy |
+790
| New | +$208K | 0.07% | 117 |
|