Ascent Wealth Partners’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 | $3.37M | Sell |
11,550
-38
| -0.3% | -$11.1K | 0.42% | 63 |
|
|
2025
Q1 | $3.62M | Buy |
11,588
+34
| +0.3% | +$10.6K | 0.49% | 52 |
|
|
2024
Q4 | $3.35M | Buy |
11,554
+3,927
| +51% | +$1.14M | 0.45% | 53 |
|
|
2024
Q3 | $2.32M | Sell |
7,627
-12
| -0.2% | -$3.65K | 0.32% | 63 |
|
|
2024
Q2 | $1.95M | Buy |
7,639
+13
| +0.2% | +$3.31K | 0.29% | 70 |
|
|
2024
Q1 | $2.15M | Buy |
7,626
+120
| +2% | +$33.8K | 0.32% | 66 |
|
|
2023
Q4 | $2.23M | Buy |
7,506
+58
| +0.8% | +$17.2K | 0.36% | 59 |
|
|
2023
Q3 | $1.96M | Buy |
7,448
+246
| +3% | +$64.8K | 0.36% | 61 |
|
|
2023
Q2 | $2.15M | Sell |
7,202
-844
| -10% | -$252K | 0.38% | 58 |
|
|
2023
Q1 | $2.25M | Buy |
8,046
+341
| +4% | +$95.3K | 0.45% | 56 |
|
|
2022
Q4 | $2.03M | Buy |
7,705
+56
| +0.7% | +$14.8K | 0.44% | 56 |
|
|
2022
Q3 | $1.77M | Buy |
7,649
+77
| +1% | +$17.8K | 0.42% | 58 |
|
|
2022
Q2 | $1.86M | Buy |
7,572
+1,374
| +22% | +$337K | 0.42% | 59 |
|
|
2022
Q1 | $1.53M | Buy |
6,198
+190
| +3% | +$47K | 0.29% | 69 |
|
|
2021
Q4 | $1.61M | Buy |
6,008
+528
| +10% | +$141K | 0.29% | 70 |
|
|
2021
Q3 | $1.32M | Buy |
5,480
+743
| +16% | +$179K | 0.25% | 71 |
|
|
2021
Q2 | $1.09M | Sell |
4,737
-1,195
| -20% | -$276K | 0.21% | 78 |
|
|
2021
Q1 | $1.33M | Buy |
5,932
+92
| +2% | +$20.6K | 0.29% | 72 |
|
|
2020
Q4 | $1.25M | Buy |
5,840
+53
| +0.9% | +$11.4K | 0.28% | 68 |
|
|
2020
Q3 | $1.27M | Sell |
5,787
-127
| -2% | -$27.9K | 0.33% | 65 |
|
|
2020
Q2 | $1.09M | Buy |
5,914
+121
| +2% | +$22.3K | 0.32% | 63 |
|
|
2020
Q1 | $958K | Buy |
5,793
+38
| +0.7% | +$6.28K | 0.35% | 56 |
|
|
2019
Q4 | $1.14M | Buy |
5,755
+2,044
| +55% | +$404K | 0.32% | 61 |
|
|
2019
Q3 | $797K | Sell |
3,711
-15
| -0.4% | -$3.22K | 0.24% | 67 |
|
|
2019
Q2 | $774K | Sell |
3,726
-38
| -1% | -$7.89K | 0.24% | 69 |
|
|
2019
Q1 | $715K | Sell |
3,764
-160
| -4% | -$30.4K | 0.23% | 73 |
|
|
2018
Q4 | $697K | Hold |
3,924
| – | – | 0.27% | 68 |
|
|
2018
Q3 | $656K | Buy |
3,924
+19
| +0.5% | +$3.18K | 0.21% | 84 |
|
|
2018
Q2 | $612K | Buy |
3,905
+1
| +0% | +$157 | 0.22% | 81 |
|
|
2018
Q1 | $611K | Buy |
3,904
+328
| +9% | +$51.3K | 0.22% | 82 |
|
|
2017
Q4 | $616K | Buy |
3,576
+84
| +2% | +$14.5K | 0.23% | 78 |
|
|
2017
Q3 | $547K | Hold |
3,492
| – | – | 0.22% | 81 |
|
|
2017
Q2 | $535K | Sell |
3,492
-26
| -0.7% | -$3.98K | 0.23% | 80 |
|
|
2017
Q1 | $456K | Buy |
3,518
+40
| +1% | +$5.19K | 0.21% | 83 |
|
|
2016
Q4 | $423K | Buy |
3,478
+100
| +3% | +$12.2K | 0.21% | 83 |
|
|
2016
Q3 | $390K | Buy |
3,378
+30
| +0.9% | +$3.46K | 0.2% | 86 |
|
|
2016
Q2 | $403K | Sell |
3,348
-105
| -3% | -$12.6K | 0.21% | 81 |
|
|
2016
Q1 | $434K | Buy |
3,453
+97
| +3% | +$12.2K | 0.23% | 82 |
|
|
2015
Q4 | $396K | Hold |
3,356
| – | – | 0.22% | 82 |
|
|
2015
Q3 | $331K | Hold |
3,356
| – | – | 0.2% | 81 |
|
|
2015
Q2 | $319K | Sell |
3,356
-35
| -1% | -$3.33K | 0.18% | 88 |
|
|
2015
Q1 | $330K | Buy |
3,391
+891
| +36% | +$86.7K | 0.18% | 89 |
|
|
2014
Q4 | $234K | Buy |
+2,500
| New | +$234K | 0.14% | 105 |
|
|
2014
Q3 | – | Sell |
-3,040
| Closed | -$306K | – | 107 |
|
|
2014
Q2 | $306K | Hold |
3,040
| – | – | 0.19% | 85 |
|
|
2014
Q1 | $298K | Sell |
3,040
-47
| -2% | -$4.61K | 0.2% | 84 |
|
|
2013
Q4 | $300K | Buy |
+3,087
| New | +$300K | 0.21% | 84 |
|