Avestar Capital’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 | $1.94M | Buy |
6,629
+592
| +10% | +$173K | 0.13% | 110 |
|
2025
Q1 | $1.89M | Buy |
6,037
+1,576
| +35% | +$492K | 0.16% | 94 |
|
2024
Q4 | $1.29M | Buy |
4,461
+531
| +14% | +$154K | 0.11% | 130 |
|
2024
Q3 | $1.2M | Buy |
3,930
+635
| +19% | +$193K | 0.12% | 121 |
|
2024
Q2 | $840K | Sell |
3,295
-426
| -11% | -$109K | 0.09% | 154 |
|
2024
Q1 | $1.05M | Buy |
3,721
+672
| +22% | +$190K | 0.11% | 131 |
|
2023
Q4 | $904K | Buy |
3,049
+650
| +27% | +$193K | 0.1% | 114 |
|
2023
Q3 | $632K | Sell |
2,399
-176
| -7% | -$46.4K | 0.09% | 131 |
|
2023
Q2 | $769K | Sell |
2,575
-698
| -21% | -$208K | 0.12% | 88 |
|
2023
Q1 | $915K | Sell |
3,273
-231
| -7% | -$64.6K | 0.16% | 72 |
|
2022
Q4 | $924K | Sell |
3,504
-1,830
| -34% | -$482K | 0.17% | 72 |
|
2022
Q3 | $1.23M | Sell |
5,334
-222
| -4% | -$51.2K | 0.31% | 50 |
|
2022
Q2 | $1.37M | Sell |
5,556
-117
| -2% | -$28.9K | 0.34% | 45 |
|
2022
Q1 | $1.4M | Buy |
5,673
+1,018
| +22% | +$252K | 0.22% | 73 |
|
2021
Q4 | $1.25M | Sell |
4,655
-840
| -15% | -$225K | 0.15% | 90 |
|
2021
Q3 | $1.33M | Buy |
5,495
+271
| +5% | +$65.3K | 0.17% | 98 |
|
2021
Q2 | $1.21M | Sell |
5,224
-450
| -8% | -$104K | 0.16% | 112 |
|
2021
Q1 | $1.32M | Buy |
5,674
+1,920
| +51% | +$446K | 0.29% | 72 |
|
2020
Q4 | $806K | Buy |
3,754
+601
| +19% | +$129K | 0.22% | 86 |
|
2020
Q3 | $707K | Sell |
3,153
-2,315
| -42% | -$519K | 0.23% | 91 |
|
2020
Q2 | $1.01M | Buy |
5,468
+440
| +9% | +$81.2K | 0.45% | 60 |
|
2020
Q1 | $831K | Sell |
5,028
-123
| -2% | -$20.3K | 0.45% | 57 |
|
2019
Q4 | $1.02M | Buy |
5,151
+1,999
| +63% | +$395K | 0.58% | 44 |
|
2019
Q3 | $677K | Buy |
3,152
+1,799
| +133% | +$386K | 0.42% | 53 |
|
2019
Q2 | $274K | Buy |
1,353
+4
| +0.3% | +$810 | 0.17% | 85 |
|
2019
Q1 | $250K | Buy |
1,349
+6
| +0.4% | +$1.11K | 0.16% | 82 |
|
2018
Q4 | $233K | Sell |
1,343
-2
| -0.1% | -$347 | 0.16% | 89 |
|
2018
Q3 | $220K | Buy |
1,345
+63
| +5% | +$10.3K | 0.13% | 108 |
|
2018
Q2 | $195K | Buy |
1,282
+124
| +11% | +$18.9K | 0.12% | 107 |
|
2018
Q1 | $176K | Buy |
1,158
+91
| +9% | +$13.8K | 0.11% | 101 |
|
2017
Q4 | $180K | Buy |
+1,067
| New | +$180K | 0.13% | 86 |
|