AAMC
Asset Allocation & Management Company’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
1,000
| – | – | 0.14% | 71 |
|
|
2025
Q1 | $312K | Hold |
1,000
| – | – | 0.16% | 64 |
|
|
2024
Q4 | $290K | Buy |
+1,000
| New | +$290K | 0.16% | 66 |
|
|
2023
Q2 | – | Sell |
-4,452
| Closed | -$1.25M | – | 85 |
|
|
2023
Q1 | $1.25M | Sell |
4,452
-1,000
| -18% | -$280K | 0.5% | 26 |
|
|
2022
Q4 | $1.44M | Sell |
5,452
-148
| -3% | -$39K | 0.56% | 22 |
|
|
2022
Q3 | $1.29M | Hold |
5,600
| – | – | 0.53% | 22 |
|
|
2022
Q2 | $1.38M | Sell |
5,600
-540
| -9% | -$133K | 0.58% | 22 |
|
|
2022
Q1 | $1.52M | Hold |
6,140
| – | – | 0.54% | 28 |
|
|
2021
Q4 | $1.65M | Buy |
+6,140
| New | +$1.65M | 0.56% | 26 |
|
|
2020
Q1 | – | Sell |
-1,091
| Closed | -$216K | – | 60 |
|
|
2019
Q4 | $216K | Buy |
+1,091
| New | +$216K | 0.08% | 59 |
|