Aspen Grove Capital’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 | $344K | Buy |
1,177
+332
| +39% | +$97K | 0.06% | 145 |
|
|
2025
Q1 | $264K | Sell |
845
-11
| -1% | -$3.44K | 0.05% | 185 |
|
|
2024
Q4 | $248K | Buy |
856
+16
| +2% | +$4.64K | 0.05% | 166 |
|
|
2024
Q3 | $256K | Sell |
840
-74
| -8% | -$22.6K | 0.06% | 164 |
|
|
2024
Q2 | $233K | Buy |
914
+41
| +5% | +$10.5K | 0.05% | 173 |
|
|
2024
Q1 | $246K | Buy |
+873
| New | +$246K | 0.07% | 163 |
|
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$378K | – | 195 |
|
|
2023
Q2 | $378K | Buy |
+1,268
| New | +$378K | 0.12% | 124 |
|
|
2023
Q1 | – | Sell |
-784
| Closed | -$207K | – | 167 |
|
|
2022
Q4 | $207K | Buy |
+784
| New | +$207K | 0.1% | 142 |
|