AWA
Arete Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
36,125
+830
| +2% | +$243K | 0.75% | 30 |
|
|
2025
Q1 | $11M | Buy |
35,295
+243
| +0.7% | +$75.9K | 0.84% | 25 |
|
|
2024
Q4 | $10.1M | Buy |
35,052
+586
| +2% | +$169K | 0.73% | 25 |
|
|
2024
Q3 | $10.5M | Sell |
34,466
-2,728
| -7% | -$828K | 0.9% | 19 |
|
|
2024
Q2 | $9.44M | Sell |
37,194
-1,180
| -3% | -$299K | 0.77% | 24 |
|
|
2024
Q1 | $10.8M | Buy |
38,374
+514
| +1% | +$145K | 1% | 16 |
|
|
2023
Q4 | $11.2M | Buy |
37,860
+647
| +2% | +$192K | 0.86% | 23 |
|
|
2023
Q3 | $9.8M | Buy |
37,213
+4,423
| +13% | +$1.17M | 1.7% | 10 |
|
|
2023
Q2 | $9.79M | Sell |
32,790
-1,041
| -3% | -$311K | 0.86% | 21 |
|
|
2023
Q1 | $9.46M | Sell |
33,831
-134
| -0.4% | -$37.5K | 0.77% | 23 |
|
|
2022
Q4 | $8.95B | Buy |
33,965
+680
| +2% | +$179M | 0.78% | 23 |
|
|
2022
Q3 | $7.68M | Buy |
33,285
+3,834
| +13% | +$885K | 0.75% | 26 |
|
|
2022
Q2 | $7.27M | Sell |
29,451
-1,370
| -4% | -$338K | 0.74% | 31 |
|
|
2022
Q1 | $7.62M | Sell |
30,821
-109
| -0.4% | -$27K | 0.64% | 38 |
|
|
2021
Q4 | $8.31M | Buy |
30,930
+24,344
| +370% | +$6.54M | 0.71% | 32 |
|
|
2021
Q3 | $1.59M | Buy |
6,586
+848
| +15% | +$204K | 0.18% | 112 |
|
|
2021
Q2 | $481K | Sell |
5,738
-168
| -3% | -$14.1K | 0.07% | 214 |
|
|
2021
Q1 | $1.32M | Buy |
5,906
+204
| +4% | +$45.7K | 0.17% | 129 |
|
|
2020
Q4 | $1.21M | Sell |
5,702
-4,032
| -41% | -$853K | 0.17% | 123 |
|
|
2020
Q3 | $2.17M | Buy |
9,734
+459
| +5% | +$102K | 0.33% | 76 |
|
|
2020
Q2 | $1.71M | Buy |
9,275
+3,086
| +50% | +$569K | 0.3% | 89 |
|
|
2020
Q1 | $1.02M | Buy |
6,189
+211
| +4% | +$34.9K | 0.2% | 114 |
|
|
2019
Q4 | $1.18M | Buy |
5,978
+39
| +0.7% | +$7.71K | 0.21% | 113 |
|
|
2019
Q3 | $1.28M | Buy |
5,939
+378
| +7% | +$81.2K | 0.24% | 102 |
|
|
2019
Q2 | $1.16M | Buy |
5,561
+2
| +0% | +$415 | 0.22% | 110 |
|
|
2019
Q1 | $1.06M | Buy |
5,559
+1,607
| +41% | +$305K | 0.22% | 119 |
|
|
2018
Q4 | $702K | Buy |
3,952
+2,277
| +136% | +$404K | 0.17% | 150 |
|
|
2018
Q3 | $280K | Sell |
1,675
-460
| -22% | -$76.9K | 0.06% | 278 |
|
|
2018
Q2 | $334K | Buy |
+2,135
| New | +$334K | 0.08% | 252 |
|
|
2018
Q1 | – | Sell |
-2,657
| Closed | -$458K | – | 339 |
|
|
2017
Q4 | $458K | Buy |
+2,657
| New | +$458K | 0.15% | 185 |
|
|
2016
Q4 | – | Sell |
-6,384
| Closed | -$736K | – | 194 |
|
|
2016
Q3 | $736K | Buy |
6,384
+151
| +2% | +$17.4K | 0.42% | 62 |
|
|
2016
Q2 | $750K | Buy |
+6,233
| New | +$750K | 0.47% | 50 |
|
|
2014
Q1 | – | Sell |
-2,150
| Closed | -$207K | – | 118 |
|
|
2013
Q4 | $207K | Buy |
+2,150
| New | +$207K | 0.2% | 92 |
|