AWA
AmeriServ Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
1,337
-9
| -0.7% | -$2.63K | 0.19% | 42 |
|
|
2025
Q1 | $420K | Sell |
1,346
-13
| -1% | -$4.06K | 0.24% | 39 |
|
|
2024
Q4 | $394K | Buy |
+1,359
| New | +$394K | 0.21% | 43 |
|
|
2023
Q3 | $600K | Sell |
2,277
-99
| -4% | -$26.1K | 1.11% | 19 |
|
|
2023
Q2 | $709K | Sell |
2,376
-100
| -4% | -$29.8K | 1.34% | 17 |
|
|
2023
Q1 | $692K | Hold |
2,476
| – | – | 1.59% | 16 |
|
|
2022
Q4 | $653K | Sell |
2,476
-30
| -1% | -$7.91K | 1.3% | 22 |
|
|
2022
Q3 | $578K | Hold |
2,506
| – | – | 1.27% | 24 |
|
|
2022
Q2 | $619K | Buy |
2,506
+55
| +2% | +$13.6K | 1.46% | 24 |
|
|
2022
Q1 | $606K | Hold |
2,451
| – | – | 0.44% | 42 |
|
|
2021
Q4 | $657K | Sell |
2,451
-25
| -1% | -$6.7K | 0.45% | 36 |
|
|
2021
Q3 | $597K | Sell |
2,476
-98
| -4% | -$23.6K | 0.46% | 36 |
|
|
2021
Q2 | $595K | Sell |
2,574
-641
| -20% | -$148K | 0.46% | 38 |
|
|
2021
Q1 | $721K | Sell |
3,215
-163
| -5% | -$36.6K | 0.62% | 32 |
|
|
2020
Q4 | $725K | Buy |
+3,378
| New | +$725K | 0.71% | 29 |
|
|
2019
Q3 | $800K | Buy |
3,728
+50
| +1% | +$10.7K | 1.09% | 18 |
|
|
2019
Q2 | $764K | Buy |
3,678
+100
| +3% | +$20.8K | 1% | 22 |
|
|
2019
Q1 | $679K | Sell |
3,578
-119
| -3% | -$22.6K | 1.42% | 25 |
|
|
2018
Q4 | $656K | Buy |
3,697
+94
| +3% | +$16.7K | 1.66% | 24 |
|
|
2018
Q3 | $603K | Hold |
3,603
| – | – | 0.75% | 29 |
|
|
2018
Q2 | $565K | Sell |
3,603
-15
| -0.4% | -$2.35K | 0.76% | 31 |
|
|
2018
Q1 | $566K | Sell |
3,618
-25
| -0.7% | -$3.91K | 0.64% | 33 |
|
|
2017
Q4 | $626K | Buy |
+3,643
| New | +$626K | 0.6% | 32 |
|
|
2016
Q4 | – | Sell |
-3,699
| Closed | -$427K | – | 60 |
|
|
2016
Q3 | $427K | Buy |
+3,699
| New | +$427K | 0.54% | 42 |
|
|
2015
Q4 | – | Sell |
-3,974
| Closed | -$392K | – | 47 |
|
|
2015
Q3 | $392K | Sell |
3,974
-527
| -12% | -$52K | 0.75% | 32 |
|
|
2015
Q2 | $428K | Sell |
4,501
-4,158
| -48% | -$395K | 0.5% | 44 |
|
|
2015
Q1 | $843K | Sell |
8,659
-916
| -10% | -$89.2K | 0.97% | 23 |
|
|
2014
Q4 | $897K | Buy |
9,575
+1,199
| +14% | +$112K | 0.87% | 22 |
|
|
2014
Q3 | $794K | Sell |
8,376
-30
| -0.4% | -$2.84K | 1.37% | 16 |
|
|
2014
Q2 | $847K | Buy |
8,406
+25
| +0.3% | +$2.52K | 0.91% | 24 |
|
|
2014
Q1 | $821K | Sell |
8,381
-3,478
| -29% | -$341K | 0.82% | 32 |
|
|
2013
Q4 | $1.15M | Sell |
11,859
-10
| -0.1% | -$971 | 0.69% | 39 |
|
|
2013
Q3 | $1.14M | Buy |
11,869
+6
| +0.1% | +$578 | 0.73% | 37 |
|
|
2013
Q2 | $1.17M | Buy |
+11,863
| New | +$1.17M | 0.76% | 36 |
|