AWM
Aries Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
5,740
-414
| -7% | -$121K | 0.44% | 57 |
|
|
2025
Q1 | $1.92M | Buy |
6,154
+444
| +8% | +$139K | 0.52% | 51 |
|
|
2024
Q4 | $1.66M | Buy |
5,710
+31
| +0.5% | +$8.99K | 0.46% | 54 |
|
|
2024
Q3 | $1.73M | Sell |
5,679
-501
| -8% | -$153K | 0.48% | 54 |
|
|
2024
Q2 | $1.57M | Buy |
6,180
+29
| +0.5% | +$7.39K | 0.5% | 51 |
|
|
2024
Q1 | $1.73M | Sell |
6,151
-48
| -0.8% | -$13.5K | 0.56% | 47 |
|
|
2023
Q4 | $1.84M | Sell |
6,199
-233
| -4% | -$69.1K | 0.66% | 41 |
|
|
2023
Q3 | $1.61M | Buy |
6,432
+417
| +7% | +$104K | 0.63% | 43 |
|
|
2023
Q2 | $1.79M | Sell |
6,015
-168
| -3% | -$50.1K | 0.7% | 37 |
|
|
2023
Q1 | $1.73M | Sell |
6,183
-84
| -1% | -$23.5K | 0.71% | 41 |
|
|
2022
Q4 | $1.65M | Buy |
6,267
+157
| +3% | +$41.4K | 0.71% | 45 |
|
|
2022
Q3 | $1.67M | Buy |
6,110
+242
| +4% | +$66K | 0.74% | 40 |
|
|
2022
Q2 | $1.45M | Buy |
+5,868
| New | +$1.45M | 0.66% | 46 |
|
|
2022
Q1 | – | Sell |
-5,878
| Closed | -$1.58M | – | 157 |
|
|
2021
Q4 | $1.58M | Buy |
5,878
+40
| +0.7% | +$10.7K | 0.6% | 45 |
|
|
2021
Q3 | $1.41M | Sell |
5,838
-4
| -0.1% | -$965 | 0.6% | 46 |
|
|
2021
Q2 | $1.35M | Buy |
5,842
+99
| +2% | +$22.9K | 0.58% | 45 |
|
|
2021
Q1 | $1.32M | Buy |
5,743
+40
| +0.7% | +$9.22K | 0.59% | 43 |
|
|
2020
Q4 | $1.23M | Hold |
5,703
| – | – | 0.62% | 44 |
|
|
2020
Q3 | $1.25M | Buy |
5,703
+70
| +1% | +$15.4K | 0.71% | 39 |
|
|
2020
Q2 | $1.04M | Buy |
5,633
+266
| +5% | +$49.1K | 0.63% | 45 |
|
|
2020
Q1 | $867K | Buy |
5,367
+704
| +15% | +$114K | 0.66% | 46 |
|
|
2019
Q4 | $943K | Sell |
4,663
-2,800
| -38% | -$566K | 0.58% | 48 |
|
|
2019
Q3 | $1.56M | Sell |
7,463
-40
| -0.5% | -$8.36K | 1.04% | 27 |
|
|
2019
Q2 | $1.59M | Buy |
7,503
+15
| +0.2% | +$3.17K | 1.11% | 26 |
|
|
2019
Q1 | $1.42M | Buy |
7,488
+465
| +7% | +$88.3K | 1.06% | 30 |
|
|
2018
Q4 | $1.25M | Buy |
7,023
+63
| +0.9% | +$11.2K | 1.32% | 25 |
|
|
2018
Q3 | $1.16M | Hold |
6,960
| – | – | 1.05% | 30 |
|
|
2018
Q2 | $1.1M | Hold |
6,960
| – | – | 1.01% | 30 |
|
|
2018
Q1 | $1.13M | Sell |
6,960
-350
| -5% | -$57K | 1.1% | 29 |
|
|
2017
Q4 | $1.29M | Buy |
+7,310
| New | +$1.29M | 1.19% | 26 |
|