Avion 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 | $246K | Buy |
842
+161
| +24% | +$47K | 0.06% | 79 |
|
|
2025
Q1 | $197K | Buy |
681
+74
| +12% | +$21.4K | 0.05% | 85 |
|
|
2024
Q4 | $175K | Buy |
607
+210
| +53% | +$60.5K | 0.05% | 90 |
|
|
2024
Q3 | $120K | Buy |
397
+14
| +4% | +$4.23K | 0.03% | 109 |
|
|
2024
Q2 | $97K | Sell |
383
-3
| -0.8% | -$760 | 0.03% | 119 |
|
|
2024
Q1 | $109K | Buy |
386
+1
| +0.3% | +$282 | 0.03% | 112 |
|
|
2023
Q4 | $114K | Buy |
385
+15
| +4% | +$4.44K | 0.03% | 104 |
|
|
2023
Q3 | $96K | Buy |
370
+1
| +0.3% | +$259 | 0.03% | 105 |
|
|
2023
Q2 | $109K | Buy |
369
+101
| +38% | +$29.8K | 0.03% | 108 |
|
|
2023
Q1 | $70K | Buy |
268
+6
| +2% | +$1.57K | 0.02% | 125 |
|
|
2022
Q4 | $60K | Hold |
262
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $60K | Hold |
262
| – | – | 0.02% | 132 |
|
|
2022
Q2 | $65K | Hold |
262
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $65K | Hold |
262
| – | – | 0.02% | 112 |
|
|
2021
Q4 | $70K | Sell |
262
-61
| -19% | -$16.3K | 0.02% | 107 |
|
|
2021
Q3 | $78K | Buy |
323
+1
| +0.3% | +$241 | 0.02% | 94 |
|
|
2021
Q2 | $74K | Hold |
322
| – | – | 0.02% | 102 |
|
|
2021
Q1 | $72K | Hold |
322
| – | – | 0.03% | 100 |
|
|
2020
Q4 | $69K | Hold |
322
| – | – | 0.02% | 102 |
|
|
2020
Q3 | $71K | Hold |
322
| – | – | 0.02% | 74 |
|
|
2020
Q2 | $59K | Hold |
322
| – | – | 0.02% | 79 |
|
|
2020
Q1 | $53K | Buy |
+322
| New | +$53K | 0.02% | 79 |
|