CPWA
Cerro Pacific Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,673
-108
| -2% | -$31.6K | 0.46% | 54 |
|
|
2025
Q1 | $1.68M | Sell |
5,781
-26
| -0.4% | -$7.54K | 0.54% | 50 |
|
|
2024
Q4 | $1.77M | Sell |
5,807
-147
| -2% | -$44.8K | 0.59% | 48 |
|
|
2024
Q3 | $1.52M | Hold |
5,954
| – | – | 0.57% | 50 |
|
|
2024
Q2 | $1.52M | Buy |
+5,954
| New | +$1.52M | 0.58% | 51 |
|
|
2023
Q1 | $1.35M | Buy |
4,838
+890
| +23% | +$249K | 0.75% | 37 |
|
|
2022
Q4 | $1.04M | Buy |
3,948
+160
| +4% | +$42.2K | 0.55% | 50 |
|
|
2022
Q3 | $874K | Buy |
3,788
+597
| +19% | +$138K | 0.53% | 52 |
|
|
2022
Q2 | $788K | Buy |
3,191
+626
| +24% | +$155K | 0.49% | 52 |
|
|
2022
Q1 | $634K | Buy |
2,565
+125
| +5% | +$30.9K | 0.39% | 82 |
|
|
2021
Q4 | $654K | Sell |
2,440
-206
| -8% | -$55.2K | 0.41% | 75 |
|
|
2021
Q3 | $638K | Sell |
2,646
-979
| -27% | -$236K | 0.46% | 73 |
|
|
2021
Q2 | $837K | Buy |
+3,625
| New | +$837K | 0.62% | 50 |
|
|
2020
Q4 | $1.18M | Buy |
+5,505
| New | +$1.18M | 0.7% | 42 |
|