Aveo Capital Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,695
| Closed | -$491K | – | 275 |
|
|
2024
Q4 | $491K | Sell |
1,695
-120
| -7% | -$34.8K | 0.05% | 211 |
|
|
2024
Q3 | $553K | Buy |
1,815
+59
| +3% | +$18K | 0.06% | 187 |
|
|
2024
Q2 | $448K | Sell |
1,756
-883
| -33% | -$225K | 0.05% | 204 |
|
|
2024
Q1 | $713K | Buy |
2,639
+740
| +39% | +$200K | 0.08% | 174 |
|
|
2023
Q4 | $563K | Buy |
1,899
+240
| +14% | +$71.2K | 0.07% | 192 |
|
|
2023
Q3 | $437K | Sell |
1,659
-101
| -6% | -$26.6K | 0.06% | 213 |
|
|
2023
Q2 | $525K | Buy |
1,760
+104
| +6% | +$31K | 0.07% | 198 |
|
|
2023
Q1 | $463K | Buy |
1,656
+190
| +13% | +$53.1K | 0.06% | 202 |
|
|
2022
Q4 | $386K | Buy |
1,466
+264
| +22% | +$69.6K | 0.06% | 225 |
|
|
2022
Q3 | $277K | Sell |
1,202
-1
| -0.1% | -$230 | 0.05% | 224 |
|
|
2022
Q2 | $297K | Buy |
1,203
+147
| +14% | +$36.3K | 0.05% | 223 |
|
|
2022
Q1 | $261K | Buy |
1,056
+48
| +5% | +$11.9K | 0.05% | 238 |
|
|
2021
Q4 | $270K | Buy |
1,008
+31
| +3% | +$8.3K | 0.05% | 237 |
|
|
2021
Q3 | $236K | Buy |
977
+110
| +13% | +$26.6K | 0.05% | 231 |
|
|
2021
Q2 | $200K | Buy |
+867
| New | +$200K | 0.04% | 255 |
|
|
2017
Q3 | – | Sell |
-1,318
| Closed | -$202K | – | 142 |
|
|
2017
Q2 | $202K | Buy |
+1,318
| New | +$202K | 0.07% | 124 |
|
|
2017
Q1 | – | Sell |
-2,506
| Closed | -$305K | – | 190 |
|
|
2016
Q4 | $305K | Buy |
+2,506
| New | +$305K | 0.09% | 146 |
|