Astoria Portfolio 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 | $1.18M | Sell |
4,011
-142
| -3% | -$41.8K | 0.33% | 58 |
|
2025
Q1 | $1.32M | Sell |
4,153
-213
| -5% | -$67.8K | 0.45% | 42 |
|
2024
Q4 | $1.23M | Buy |
4,366
+726
| +20% | +$204K | 0.44% | 46 |
|
2024
Q3 | $1.11M | Buy |
3,640
+301
| +9% | +$91.8K | 0.38% | 52 |
|
2024
Q2 | $851K | Buy |
3,339
+10
| +0.3% | +$2.55K | 0.3% | 57 |
|
2024
Q1 | $886K | Buy |
3,329
+441
| +15% | +$117K | 0.34% | 54 |
|
2023
Q4 | $822K | Buy |
2,888
+1,449
| +101% | +$413K | 0.33% | 57 |
|
2023
Q3 | $368K | Sell |
1,439
-48
| -3% | -$12.3K | 0.18% | 106 |
|
2023
Q2 | $439K | Buy |
1,487
+17
| +1% | +$5.02K | 0.17% | 108 |
|
2023
Q1 | $415K | Buy |
1,470
+58
| +4% | +$16.4K | 0.18% | 98 |
|
2022
Q4 | $379K | Buy |
1,412
+370
| +36% | +$99.4K | 0.18% | 113 |
|
2022
Q3 | $240K | Sell |
1,042
-15
| -1% | -$3.46K | 0.16% | 136 |
|
2022
Q2 | $261K | Buy |
1,057
+160
| +18% | +$39.5K | 0.19% | 128 |
|
2022
Q1 | $222K | Sell |
897
-256
| -22% | -$63.4K | 0.17% | 114 |
|
2021
Q4 | $309K | Buy |
+1,153
| New | +$309K | 0.25% | 102 |
|