Avaii Wealth Management’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 | $361K | Hold |
1,235
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $386K | Buy |
1,235
+11
| +0.9% | +$3.44K | 0.21% | 68 |
|
|
2024
Q4 | $355K | Sell |
1,224
-22
| -2% | -$6.38K | 0.17% | 78 |
|
|
2024
Q3 | $380K | Sell |
1,246
-28
| -2% | -$8.53K | 0.19% | 74 |
|
|
2024
Q2 | $325K | Sell |
1,274
-2
| -0.2% | -$510 | 0.18% | 101 |
|
|
2024
Q1 | $360K | Sell |
1,276
-2
| -0.2% | -$564 | 0.21% | 87 |
|
|
2023
Q4 | $379K | Sell |
1,278
-12
| -0.9% | -$3.56K | 0.25% | 91 |
|
|
2023
Q3 | $340K | Sell |
1,290
-58
| -4% | -$15.3K | 0.26% | 85 |
|
|
2023
Q2 | $402K | Buy |
1,348
+47
| +4% | +$14K | 0.31% | 77 |
|
|
2023
Q1 | $364K | Buy |
1,301
+6
| +0.5% | +$1.68K | 0.32% | 74 |
|
|
2022
Q4 | $341K | Sell |
1,295
-5
| -0.4% | -$1.32K | 0.31% | 82 |
|
|
2022
Q3 | $300K | Buy |
1,300
+40
| +3% | +$9.23K | 0.31% | 76 |
|
|
2022
Q2 | $311K | Hold |
1,260
| – | – | 0.33% | 69 |
|
|
2022
Q1 | $312K | Sell |
1,260
-16
| -1% | -$3.96K | 0.29% | 71 |
|
|
2021
Q4 | $342K | Buy |
+1,276
| New | +$342K | 0.34% | 66 |
|