Aspire Capital Advisors’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 | $323K | Sell |
1,105
-15
| -1% | -$4.38K | 0.09% | 80 |
|
|
2025
Q1 | $350K | Sell |
1,120
-119
| -10% | -$37.2K | 0.1% | 68 |
|
|
2024
Q4 | $359K | Sell |
1,239
-79
| -6% | -$22.9K | 0.1% | 61 |
|
|
2024
Q3 | $401K | Buy |
1,318
+20
| +2% | +$6.09K | 0.12% | 56 |
|
|
2024
Q2 | $331K | Buy |
1,298
+1
| +0.1% | +$255 | 0.11% | 56 |
|
|
2024
Q1 | $366K | Sell |
1,297
-52
| -4% | -$14.7K | 0.12% | 54 |
|
|
2023
Q4 | $400K | Hold |
1,349
| – | – | 0.16% | 45 |
|
|
2023
Q3 | $355K | Buy |
+1,349
| New | +$355K | 0.16% | 51 |
|