Aviso Wealth Management’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 | $326K | Buy |
1,116
+72
| +7% | +$21K | 0.15% | 113 |
|
|
2025
Q1 | $326K | Hold |
1,044
| – | – | 0.17% | 111 |
|
|
2024
Q4 | $303K | Hold |
1,044
| – | – | 0.15% | 112 |
|
|
2024
Q3 | $318K | Buy |
1,044
+167
| +19% | +$50.8K | 0.17% | 111 |
|
|
2024
Q2 | $223K | Buy |
877
+48
| +6% | +$12.2K | 0.13% | 140 |
|
|
2024
Q1 | $234K | Buy |
829
+10
| +1% | +$2.82K | 0.15% | 130 |
|
|
2023
Q4 | $243K | Buy |
+819
| New | +$243K | 0.18% | 124 |
|