Aspen Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-982
| Closed | -$299K | – | 145 |
|
|
2024
Q3 | $299K | Sell |
982
-84
| -8% | -$25.6K | 0.14% | 129 |
|
|
2024
Q2 | $272K | Sell |
1,066
-4
| -0.4% | -$1.02K | 0.14% | 129 |
|
|
2024
Q1 | $302K | Sell |
1,070
-248
| -19% | -$70K | 0.15% | 132 |
|
|
2023
Q4 | $391K | Sell |
1,318
-250
| -16% | -$74.2K | 0.22% | 101 |
|
|
2023
Q3 | $413K | Buy |
1,568
+71
| +5% | +$18.7K | 0.25% | 96 |
|
|
2023
Q2 | $447K | Buy |
+1,497
| New | +$447K | 0.27% | 93 |
|