Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.28M | Buy |
21,656
+123
| +0.6% | +$35.7K | 0.87% | 26 |
|
|
2024
Q3 | $6.56M | Buy |
21,533
+270
| +1% | +$82.2K | 0.92% | 24 |
|
|
2024
Q2 | $5.42M | Buy |
21,263
+41
| +0.2% | +$10.4K | 0.79% | 29 |
|
|
2024
Q1 | $5.98M | Buy |
21,222
+203
| +1% | +$57.2K | 0.91% | 27 |
|
|
2023
Q4 | $6.23M | Buy |
21,019
+611
| +3% | +$181K | 1.04% | 23 |
|
|
2023
Q3 | $5.38M | Sell |
20,408
-87
| -0.4% | -$22.9K | 1.02% | 23 |
|
|
2023
Q2 | $6.12M | Buy |
20,495
+71
| +0.3% | +$21.2K | 1.11% | 20 |
|
|
2023
Q1 | $5.71M | Sell |
20,424
-281
| -1% | -$78.6K | 1.12% | 19 |
|
|
2022
Q4 | $5.46M | Sell |
20,705
-287
| -1% | -$75.6K | 1.15% | 23 |
|
|
2022
Q3 | $4.84M | Buy |
20,992
+117
| +0.6% | +$27K | 1.11% | 23 |
|
|
2022
Q2 | $5.15M | Buy |
20,875
+191
| +0.9% | +$47.2K | 1.13% | 21 |
|
|
2022
Q1 | $5.12M | Buy |
20,684
+267
| +1% | +$66K | 0.92% | 21 |
|
|
2021
Q4 | $5.47M | Buy |
20,417
+392
| +2% | +$105K | 0.92% | 37 |
|
|
2021
Q3 | $4.83M | Buy |
20,025
+99
| +0.5% | +$23.9K | 0.88% | 35 |
|
|
2021
Q2 | $4.6M | Buy |
19,926
+618
| +3% | +$143K | 0.82% | 38 |
|
|
2021
Q1 | $4.33M | Buy |
19,308
+5,877
| +44% | +$1.32M | 0.85% | 35 |
|
|
2020
Q4 | $2.88M | Sell |
13,431
-2,940
| -18% | -$631K | 0.58% | 59 |
|
|
2020
Q3 | $3.59M | Buy |
16,371
+150
| +0.9% | +$32.9K | 1% | 25 |
|
|
2020
Q2 | $2.99M | Sell |
16,221
-423
| -3% | -$78K | 0.99% | 27 |
|
|
2020
Q1 | $2.75M | Sell |
16,644
-4,433
| -21% | -$733K | 1.25% | 25 |
|
|
2019
Q4 | $4.17M | Buy |
21,077
+41
| +0.2% | +$8.1K | 1.07% | 24 |
|
|
2019
Q3 | $4.52M | Buy |
21,036
+299
| +1% | +$64.2K | 1.25% | 14 |
|
|
2019
Q2 | $4.31M | Sell |
20,737
-4,912
| -19% | -$1.02M | 1.2% | 17 |
|
|
2019
Q1 | $4.87M | Buy |
25,649
+273
| +1% | +$51.8K | 1.42% | 15 |
|
|
2018
Q4 | $4.51M | Buy |
25,376
+8,951
| +54% | +$1.59M | 1.48% | 12 |
|
|
2018
Q3 | $2.75M | Buy |
16,425
+678
| +4% | +$113K | 0.78% | 56 |
|
|
2018
Q2 | $2.47M | Buy |
+15,747
| New | +$2.47M | 0.77% | 60 |
|