APWM
Atlas Private Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $708K | Buy |
2,510
+114
| +5% | +$32.1K | 0.3% | 83 |
|
|
2023
Q4 | $711K | Buy |
2,396
+81
| +3% | +$24K | 0.33% | 82 |
|
|
2023
Q3 | $610K | Sell |
2,315
-99
| -4% | -$26.1K | 0.33% | 82 |
|
|
2023
Q2 | $720K | Sell |
2,414
-66
| -3% | -$19.7K | 0.38% | 78 |
|
|
2023
Q1 | $693K | Buy |
2,480
+86
| +4% | +$24K | 0.42% | 78 |
|
|
2022
Q4 | $631K | Buy |
2,394
+199
| +9% | +$52.4K | 0.29% | 76 |
|
|
2022
Q3 | $506K | Buy |
2,195
+103
| +5% | +$23.7K | 0.37% | 78 |
|
|
2022
Q2 | $516K | Sell |
2,092
-164
| -7% | -$40.5K | 0.35% | 82 |
|
|
2022
Q1 | $558K | Sell |
2,256
-296
| -12% | -$73.2K | 0.32% | 89 |
|
|
2021
Q4 | $684K | Buy |
2,552
+535
| +27% | +$143K | 0.38% | 77 |
|
|
2021
Q3 | $486K | Buy |
2,017
+182
| +10% | +$43.9K | 0.3% | 85 |
|
|
2021
Q2 | $424K | Buy |
1,835
+397
| +28% | +$91.7K | 0.26% | 93 |
|
|
2021
Q1 | $322K | Buy |
1,438
+438
| +44% | +$98.1K | 0.21% | 97 |
|
|
2020
Q4 | $215K | Sell |
1,000
-106
| -10% | -$22.8K | 0.15% | 111 |
|
|
2020
Q3 | $243K | Buy |
1,106
+486
| +78% | +$107K | 0.19% | 99 |
|
|
2020
Q2 | $116K | Buy |
620
+1
| +0.2% | +$187 | 0.09% | 140 |
|
|
2020
Q1 | $102K | Sell |
619
-198
| -24% | -$32.6K | 0.09% | 143 |
|
|
2019
Q4 | $162K | Buy |
+817
| New | +$162K | 0.12% | 135 |
|