Alliance Wealth Advisors (Pennsylvania)’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 | $403K | Hold |
1,379
| – | – | 0.21% | 89 |
|
|
2025
Q1 | $431K | Hold |
1,379
| – | – | 0.24% | 73 |
|
|
2024
Q4 | $400K | Sell |
1,379
-25
| -2% | -$7.25K | 0.22% | 79 |
|
|
2024
Q3 | $428K | Sell |
1,404
-25
| -2% | -$7.61K | 0.24% | 76 |
|
|
2024
Q2 | $364K | Sell |
1,429
-25
| -2% | -$6.37K | 0.23% | 84 |
|
|
2024
Q1 | $410K | Sell |
1,454
-2
| -0.1% | -$564 | 0.26% | 75 |
|
|
2023
Q4 | $432K | Sell |
1,456
-21
| -1% | -$6.23K | 0.29% | 66 |
|
|
2023
Q3 | $389K | Hold |
1,477
| – | – | 0.28% | 70 |
|
|
2023
Q2 | $441K | Hold |
1,477
| – | – | 0.31% | 64 |
|
|
2023
Q1 | $413K | Sell |
1,477
-50
| -3% | -$14K | 0.31% | 65 |
|
|
2022
Q4 | $402K | Buy |
1,527
+162
| +12% | +$42.7K | 0.34% | 66 |
|
|
2022
Q3 | $315K | Sell |
1,365
-110
| -7% | -$25.4K | 0.29% | 73 |
|
|
2022
Q2 | $364K | Sell |
1,475
-374
| -20% | -$92.3K | 0.31% | 70 |
|
|
2022
Q1 | $457K | Buy |
1,849
+61
| +3% | +$15.1K | 0.38% | 62 |
|
|
2021
Q4 | $479K | Hold |
1,788
| – | – | 0.39% | 63 |
|
|
2021
Q3 | $431K | Buy |
1,788
+184
| +11% | +$44.4K | 0.38% | 66 |
|
|
2021
Q2 | $371K | Buy |
1,604
+22
| +1% | +$5.09K | 0.33% | 73 |
|
|
2021
Q1 | $355K | Buy |
1,582
+57
| +4% | +$12.8K | 0.35% | 69 |
|
|
2020
Q4 | $327K | Buy |
+1,525
| New | +$327K | 0.34% | 69 |
|