APWA
Atlas Private Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,676
-966
| -21% | -$282K | 0.14% | 79 |
|
|
2025
Q1 | $1.45M | Sell |
4,642
-2,657
| -36% | -$830K | 0.2% | 61 |
|
|
2024
Q4 | $2.11M | Buy |
7,299
+24
| +0.3% | +$6.95K | 0.3% | 50 |
|
|
2024
Q3 | $2.21M | Buy |
7,275
+16
| +0.2% | +$4.87K | 0.32% | 43 |
|
|
2024
Q2 | $1.85M | Buy |
7,259
+3,619
| +99% | +$922K | 0.3% | 43 |
|
|
2024
Q1 | $1.03M | Sell |
3,640
-4,214
| -54% | -$1.19M | 0.34% | 40 |
|
|
2023
Q4 | $2.33M | Sell |
7,854
-123
| -2% | -$36.5K | 0.43% | 32 |
|
|
2023
Q3 | $2.1M | Buy |
7,977
+1,284
| +19% | +$338K | 0.4% | 42 |
|
|
2023
Q2 | $2M | Buy |
6,693
+3,284
| +96% | +$980K | 0.4% | 45 |
|
|
2023
Q1 | $953K | Sell |
3,409
-283
| -8% | -$79.1K | 0.44% | 43 |
|
|
2022
Q4 | $973K | Sell |
3,692
-191
| -5% | -$50.3K | 0.52% | 38 |
|
|
2022
Q3 | $896K | Sell |
3,883
-17
| -0.4% | -$3.92K | 0.54% | 40 |
|
|
2022
Q2 | $963K | Sell |
3,900
-616
| -14% | -$152K | 0.58% | 39 |
|
|
2022
Q1 | $1.12M | Buy |
4,516
+386
| +9% | +$95.5K | 0.5% | 40 |
|
|
2021
Q4 | $1.11M | Sell |
4,130
-21
| -0.5% | -$5.63K | 0.51% | 49 |
|
|
2021
Q3 | $1M | Buy |
4,151
+292
| +8% | +$70.4K | 0.52% | 43 |
|
|
2021
Q2 | $891K | Sell |
3,859
-153
| -4% | -$35.3K | 0.48% | 44 |
|
|
2021
Q1 | $899K | Buy |
4,012
+559
| +16% | +$125K | 0.5% | 43 |
|
|
2020
Q4 | $741K | Buy |
3,453
+332
| +11% | +$71.2K | 0.5% | 43 |
|
|
2020
Q3 | $685K | Buy |
3,121
+89
| +3% | +$19.5K | 0.57% | 39 |
|
|
2020
Q2 | $559K | Buy |
+3,032
| New | +$559K | 0.5% | 48 |
|