Aspect 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 | $98.5K | Buy |
337
+39
| +13% | +$11.4K | 0.05% | 114 |
|
|
2025
Q1 | $93.1K | Sell |
298
-4
| -1% | -$1.25K | 0.05% | 100 |
|
|
2024
Q4 | $87.5K | Sell |
302
-11
| -4% | -$3.19K | 0.05% | 105 |
|
|
2024
Q3 | $95.3K | Buy |
313
+11
| +4% | +$3.35K | 0.05% | 93 |
|
|
2024
Q2 | $77K | Hold |
302
| – | – | 0.05% | 104 |
|
|
2024
Q1 | $85.1K | Hold |
302
| – | – | 0.07% | 98 |
|
|
2023
Q4 | $89.5K | Buy |
+302
| New | +$89.5K | 0.06% | 91 |
|