AAS
Avantax Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
114,866
+5,693
| +5% | +$1.66M | 0.18% | 85 |
|
|
2025
Q1 | $34.1M | Buy |
109,173
+5,913
| +6% | +$1.85M | 0.21% | 79 |
|
|
2024
Q4 | $29.9M | Buy |
103,260
+4,735
| +5% | +$1.37M | 0.19% | 82 |
|
|
2024
Q3 | $30M | Buy |
98,525
+6,546
| +7% | +$1.99M | 0.2% | 79 |
|
|
2024
Q2 | $23.4M | Buy |
91,979
+26,316
| +40% | +$6.71M | 0.17% | 94 |
|
|
2024
Q1 | $18.5M | Buy |
65,663
+17,809
| +37% | +$5.02M | 0.16% | 98 |
|
|
2023
Q4 | $14.2M | Buy |
47,854
+2,471
| +5% | +$733K | 0.14% | 117 |
|
|
2023
Q3 | $12M | Buy |
45,383
+817
| +2% | +$215K | 0.13% | 119 |
|
|
2023
Q2 | $13.3M | Buy |
44,566
+1,314
| +3% | +$392K | 0.15% | 111 |
|
|
2023
Q1 | $12.1M | Buy |
43,252
+7,312
| +20% | +$2.04M | 0.15% | 113 |
|
|
2022
Q4 | $9.47M | Buy |
35,940
+1,404
| +4% | +$370K | 0.13% | 134 |
|
|
2022
Q3 | $7.97M | Buy |
34,536
+1,288
| +4% | +$297K | 0.12% | 134 |
|
|
2022
Q2 | $8.21M | Buy |
33,248
+3,005
| +10% | +$742K | 0.12% | 134 |
|
|
2022
Q1 | $7.47M | Buy |
30,243
+1,265
| +4% | +$313K | 0.1% | 146 |
|
|
2021
Q4 | $7.77M | Buy |
28,978
+948
| +3% | +$254K | 0.12% | 139 |
|
|
2021
Q3 | $6.75M | Buy |
28,030
+1,917
| +7% | +$462K | 0.11% | 138 |
|
|
2021
Q2 | $6.03M | Buy |
26,113
+1,789
| +7% | +$413K | 0.11% | 149 |
|
|
2021
Q1 | $5.45M | Buy |
24,324
+2,074
| +9% | +$465K | 0.12% | 142 |
|
|
2020
Q4 | $4.77M | Sell |
22,250
-35,120
| -61% | -$7.53M | 0.11% | 138 |
|
|
2020
Q3 | $12.6M | Buy |
57,370
+40,115
| +232% | +$8.8M | 0.2% | 89 |
|
|
2020
Q2 | $3.19M | Buy |
17,255
+1,394
| +9% | +$258K | 0.09% | 158 |
|
|
2020
Q1 | $2.62M | Buy |
15,861
+732
| +5% | +$121K | 0.08% | 161 |
|
|
2019
Q4 | $2.99M | Buy |
15,129
+6,434
| +74% | +$1.27M | 0.07% | 159 |
|
|
2019
Q3 | $1.87M | Buy |
8,695
+948
| +12% | +$204K | 0.08% | 137 |
|
|
2019
Q2 | $1.61M | Buy |
7,747
+308
| +4% | +$64K | 0.07% | 135 |
|
|
2019
Q1 | $1.41M | Buy |
7,439
+819
| +12% | +$156K | 0.08% | 141 |
|
|
2018
Q4 | $1.17M | Buy |
+6,620
| New | +$1.17M | 0.2% | 117 |
|