Aspire Private Capital’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 |
-117
| Closed | -$35.6K | – | 446 |
|
|
2024
Q3 | $35.6K | Buy |
117
+7
| +6% | +$2.13K | 0.01% | 257 |
|
|
2024
Q2 | $28K | Hold |
110
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $31K | Hold |
110
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $32.6K | Buy |
110
+15
| +16% | +$4.45K | 0.01% | 258 |
|
|
2023
Q3 | $25K | Hold |
95
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $28.3K | Hold |
95
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $26.6K | Sell |
95
-3
| -3% | -$839 | 0.01% | 259 |
|
|
2022
Q4 | $25.8K | Hold |
98
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $23K | Hold |
98
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $24K | Hold |
98
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $24K | Sell |
98
-13
| -12% | -$3.18K | 0.01% | 269 |
|
|
2021
Q4 | $30K | Buy |
111
+13
| +13% | +$3.51K | 0.01% | 254 |
|
|
2021
Q3 | $24K | Hold |
98
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $23K | Hold |
98
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $22K | Buy |
98
+3
| +3% | +$673 | 0.01% | 267 |
|
|
2020
Q4 | $20K | Hold |
95
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $21K | Buy |
95
+81
| +579% | +$17.9K | 0.01% | 242 |
|
|
2020
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 255 |
|
|
2020
Q1 | $2K | Sell |
14
-81
| -85% | -$11.6K | ﹤0.01% | 193 |
|
|
2019
Q4 | $19K | Hold |
95
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $20K | Hold |
95
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $20K | Sell |
95
-72
| -43% | -$15.2K | 0.01% | 230 |
|
|
2019
Q1 | $32K | Sell |
167
-12
| -7% | -$2.3K | 0.02% | 253 |
|
|
2018
Q4 | $32K | Buy |
+179
| New | +$32K | 0.02% | 238 |
|