AIM
Avity Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
1,905
| – | – | 0.04% | 75 |
|
|
2025
Q1 | $595K | Sell |
1,905
-120
| -6% | -$37.5K | 0.05% | 70 |
|
|
2024
Q4 | $587K | Sell |
2,025
-118
| -6% | -$34.2K | 0.05% | 69 |
|
|
2024
Q3 | $653K | Sell |
2,143
-30
| -1% | -$9.14K | 0.05% | 66 |
|
|
2024
Q2 | $554K | Sell |
2,173
-185
| -8% | -$47.1K | 0.04% | 65 |
|
|
2024
Q1 | $665K | Sell |
2,358
-10
| -0.4% | -$2.82K | 0.06% | 61 |
|
|
2023
Q4 | $702K | Buy |
2,368
+190
| +9% | +$56.3K | 0.06% | 55 |
|
|
2023
Q3 | $574K | Buy |
2,178
+85
| +4% | +$22.4K | 0.06% | 53 |
|
|
2023
Q2 | $625K | Hold |
2,093
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $585K | Sell |
2,093
-78
| -4% | -$21.8K | 0.06% | 59 |
|
|
2022
Q4 | $572K | Sell |
2,171
-272
| -11% | -$71.7K | 0.06% | 56 |
|
|
2022
Q3 | $564K | Hold |
2,443
| – | – | 0.06% | 53 |
|
|
2022
Q2 | $603K | Sell |
2,443
-164
| -6% | -$40.5K | 0.06% | 57 |
|
|
2022
Q1 | $645K | Hold |
2,607
| – | – | 0.06% | 59 |
|
|
2021
Q4 | $699K | Buy |
2,607
+32
| +1% | +$8.58K | 0.05% | 52 |
|
|
2021
Q3 | $621K | Buy |
2,575
+740
| +40% | +$178K | 0.05% | 49 |
|
|
2021
Q2 | $424K | Buy |
1,835
+28
| +2% | +$6.47K | 0.04% | 62 |
|
|
2021
Q1 | $405K | Hold |
1,807
| – | – | 0.04% | 61 |
|
|
2020
Q4 | $388K | Buy |
1,807
+132
| +8% | +$28.3K | 0.04% | 59 |
|
|
2020
Q3 | $368K | Sell |
1,675
-64
| -4% | -$14.1K | 0.04% | 55 |
|
|
2020
Q2 | $321K | Buy |
1,739
+64
| +4% | +$11.8K | 0.04% | 55 |
|
|
2020
Q1 | $277K | Sell |
1,675
-150
| -8% | -$24.8K | 0.04% | 54 |
|
|
2019
Q4 | $361K | Buy |
1,825
+200
| +12% | +$39.6K | 0.04% | 59 |
|
|
2019
Q3 | $349K | Sell |
1,625
-600
| -27% | -$129K | 0.04% | 57 |
|
|
2019
Q2 | $462K | Hold |
2,225
| – | – | 0.05% | 48 |
|
|
2019
Q1 | $423K | Sell |
2,225
-50
| -2% | -$9.51K | 0.05% | 49 |
|
|
2018
Q4 | $404K | Hold |
2,275
| – | – | 0.06% | 50 |
|
|
2018
Q3 | $381K | Hold |
2,275
| – | – | 0.05% | 54 |
|
|
2018
Q2 | $356K | Hold |
2,275
| – | – | 0.05% | 58 |
|
|
2018
Q1 | $356K | Sell |
2,275
-75
| -3% | -$11.7K | 0.05% | 57 |
|
|
2017
Q4 | $404K | Hold |
2,350
| – | – | 0.05% | 54 |
|
|
2017
Q3 | $368K | Hold |
2,350
| – | – | 0.05% | 55 |
|
|
2017
Q2 | $360K | Hold |
2,350
| – | – | 0.05% | 56 |
|
|
2017
Q1 | $305K | Hold |
2,350
| – | – | 0.04% | 63 |
|
|
2016
Q4 | $286K | Hold |
2,350
| – | – | 0.04% | 62 |
|
|
2016
Q3 | $270K | Buy |
+2,350
| New | +$270K | 0.04% | 61 |
|