Aurora Private Wealth’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 | $1.16M | Buy |
3,973
+30
| +0.8% | +$8.77K | 0.86% | 28 |
|
|
2025
Q1 | $1.23M | Buy |
3,943
+10
| +0.3% | +$3.13K | 0.98% | 26 |
|
|
2024
Q4 | $1.14M | Sell |
3,933
-68
| -2% | -$19.7K | 0.85% | 31 |
|
|
2024
Q3 | $1.22M | Sell |
4,001
-41
| -1% | -$12.5K | 0.96% | 26 |
|
|
2024
Q2 | $1.03M | Sell |
4,042
-89
| -2% | -$22.7K | 0.9% | 27 |
|
|
2024
Q1 | $1.16M | Sell |
4,131
-33
| -0.8% | -$9.25K | 1% | 27 |
|
|
2023
Q4 | $1.24M | Buy |
4,164
+53
| +1% | +$15.7K | 1.16% | 16 |
|
|
2023
Q3 | $1.08M | Buy |
4,111
+97
| +2% | +$25.6K | 1.2% | 20 |
|
|
2023
Q2 | $1.2M | Sell |
4,014
-165
| -4% | -$49.2K | 1.36% | 16 |
|
|
2023
Q1 | $1.17M | Buy |
4,179
+5
| +0.1% | +$1.4K | 1.25% | 18 |
|
|
2022
Q4 | $1.1M | Sell |
4,174
-125
| -3% | -$32.9K | 1.26% | 20 |
|
|
2022
Q3 | $992K | Buy |
4,299
+44
| +1% | +$10.2K | 0.46% | 36 |
|
|
2022
Q2 | $1.05M | Buy |
4,255
+4
| +0.1% | +$987 | 0.47% | 40 |
|
|
2022
Q1 | $1.05M | Sell |
4,251
-334
| -7% | -$82.6K | 0.43% | 44 |
|
|
2021
Q4 | $1.23M | Sell |
4,585
-30
| -0.7% | -$8.04K | 0.53% | 30 |
|
|
2021
Q3 | $1.11M | Buy |
4,615
+18
| +0.4% | +$4.34K | 0.45% | 46 |
|
|
2021
Q2 | $1.06M | Buy |
4,597
+12
| +0.3% | +$2.77K | 0.43% | 52 |
|
|
2021
Q1 | $1.03M | Sell |
4,585
-466
| -9% | -$104K | 0.43% | 50 |
|
|
2020
Q4 | $1.08M | Sell |
5,051
-19
| -0.4% | -$4.08K | 0.46% | 46 |
|
|
2020
Q3 | $1.11M | Sell |
5,070
-287
| -5% | -$63K | 0.48% | 38 |
|
|
2020
Q2 | $988K | Sell |
5,357
-3,414
| -39% | -$630K | 0.45% | 41 |
|
|
2020
Q1 | $1.45M | Buy |
8,771
+3,433
| +64% | +$568K | 0.51% | 43 |
|
|
2019
Q4 | $1.06M | Buy |
+5,338
| New | +$1.06M | 0.37% | 49 |
|