AWM
Avior Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
14,217
+2
| +0% | +$584 | 0.14% | 118 |
|
|
2025
Q1 | $4.44M | Sell |
14,215
-295
| -2% | -$92.1K | 0.17% | 102 |
|
|
2024
Q4 | $4.21M | Sell |
14,510
-2,037
| -12% | -$591K | 0.15% | 105 |
|
|
2024
Q3 | $5.04M | Sell |
16,547
-165
| -1% | -$50.2K | 0.2% | 89 |
|
|
2024
Q2 | $4.26M | Sell |
16,712
-294
| -2% | -$75K | 0.18% | 99 |
|
|
2024
Q1 | $4.79M | Buy |
17,006
+2,955
| +21% | +$833K | 0.22% | 85 |
|
|
2023
Q4 | $4.17M | Sell |
14,051
-534
| -4% | -$158K | 0.25% | 77 |
|
|
2023
Q3 | $3.84M | Buy |
14,585
+4
| +0% | +$1.05K | 0.26% | 73 |
|
|
2023
Q2 | $4.35M | Buy |
14,581
+944
| +7% | +$282K | 0.28% | 68 |
|
|
2023
Q1 | $3.81M | Buy |
13,637
+294
| +2% | +$82.2K | 0.26% | 76 |
|
|
2022
Q4 | $3.52M | Buy |
13,343
+222
| +2% | +$58.5K | 0.27% | 78 |
|
|
2022
Q3 | $3.03M | Sell |
13,121
-103
| -0.8% | -$23.8K | 0.25% | 77 |
|
|
2022
Q2 | $3.26M | Sell |
13,224
-182
| -1% | -$44.9K | 0.33% | 64 |
|
|
2022
Q1 | $3.32M | Buy |
13,406
+541
| +4% | +$134K | 0.29% | 74 |
|
|
2021
Q4 | $3.45M | Buy |
12,865
+460
| +4% | +$123K | 0.29% | 78 |
|
|
2021
Q3 | $2.99M | Buy |
12,405
+412
| +3% | +$99.3K | 0.25% | 83 |
|
|
2021
Q2 | $2.77M | Sell |
11,993
-2
| -0% | -$462 | 0.28% | 83 |
|
|
2021
Q1 | $2.69M | Buy |
11,995
+11
| +0.1% | +$2.47K | 0.29% | 82 |
|
|
2020
Q4 | $2.57M | Sell |
11,984
-186
| -2% | -$39.9K | 0.32% | 77 |
|
|
2020
Q3 | $2.67M | Buy |
12,170
+1,470
| +14% | +$323K | 0.38% | 64 |
|
|
2020
Q2 | $1.97M | Buy |
10,700
+77
| +0.7% | +$14.2K | 0.31% | 80 |
|
|
2020
Q1 | $1.76M | Buy |
10,623
+240
| +2% | +$39.7K | 0.35% | 76 |
|
|
2019
Q4 | $2.05M | Buy |
10,383
+315
| +3% | +$62.2K | 0.33% | 78 |
|
|
2019
Q3 | $2.16M | Sell |
10,068
-484
| -5% | -$104K | 0.38% | 68 |
|
|
2019
Q2 | $2.19M | Buy |
10,552
+559
| +6% | +$116K | 0.39% | 68 |
|
|
2019
Q1 | $1.86M | Buy |
9,993
+100
| +1% | +$18.7K | 0.4% | 67 |
|
|
2018
Q4 | $1.73M | Sell |
9,893
-832
| -8% | -$146K | 0.42% | 62 |
|
|
2018
Q3 | $1.78M | Buy |
10,725
+175
| +2% | +$29.1K | 0.38% | 71 |
|
|
2018
Q2 | $1.65M | Sell |
10,550
-630
| -6% | -$98.7K | 0.37% | 73 |
|
|
2018
Q1 | $1.75M | Sell |
11,180
-1,833
| -14% | -$287K | 0.4% | 70 |
|
|
2017
Q4 | $2.22M | Buy |
13,013
+1,355
| +12% | +$232K | 0.5% | 54 |
|
|
2017
Q3 | $1.79M | Buy |
11,658
+301
| +3% | +$46.1K | 0.59% | 52 |
|
|
2017
Q2 | $1.7M | Sell |
11,357
-470
| -4% | -$70.4K | 0.69% | 42 |
|
|
2017
Q1 | $1.52M | Sell |
11,827
-145
| -1% | -$18.6K | 0.51% | 64 |
|
|
2016
Q4 | $1.46M | Buy |
11,972
+80
| +0.7% | +$9.73K | 0.54% | 59 |
|
|
2016
Q3 | $1.37M | Buy |
11,892
+806
| +7% | +$93K | 0.54% | 62 |
|
|
2016
Q2 | $1.33M | Buy |
11,086
+225
| +2% | +$27K | 0.56% | 52 |
|
|
2016
Q1 | $1.37M | Buy |
10,861
+124
| +1% | +$15.6K | 0.6% | 49 |
|
|
2015
Q4 | $1.27M | Buy |
10,737
+363
| +3% | +$42.9K | 0.69% | 37 |
|
|
2015
Q3 | $1.02M | Buy |
10,374
+9,958
| +2,394% | +$981K | 0.6% | 45 |
|
|
2015
Q2 | $40K | Buy |
416
+250
| +151% | +$24K | 0.03% | 149 |
|
|
2015
Q1 | $16K | Buy |
166
+125
| +305% | +$12K | 0.01% | 221 |
|
|
2014
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 278 |
|
|
2014
Q3 | $4K | Sell |
41
-200
| -83% | -$19.5K | ﹤0.01% | 275 |
|
|
2014
Q2 | $24K | Hold |
241
| – | – | 0.02% | 180 |
|
|
2014
Q1 | $24K | Buy |
+241
| New | +$24K | 0.02% | 183 |
|