PSP
Pacific Sage Partners’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $442K | Sell |
1,512
-81
| -5% | -$23.7K | 0.09% | 66 |
|
2025
Q1 | $498K | Buy |
1,593
+275
| +21% | +$85.9K | 0.11% | 56 |
|
2024
Q4 | $382K | Hold |
1,318
| – | – | 0.09% | 68 |
|
2024
Q3 | $401K | Hold |
1,318
| – | – | 0.1% | 65 |
|
2024
Q2 | $336K | Buy |
1,318
+7
| +0.5% | +$1.78K | 0.08% | 71 |
|
2024
Q1 | $370K | Hold |
1,311
| – | – | 0.1% | 70 |
|
2023
Q4 | $389K | Hold |
1,311
| – | – | 0.11% | 59 |
|
2023
Q3 | $345K | Hold |
1,311
| – | – | 0.1% | 57 |
|
2023
Q2 | $391K | Hold |
1,311
| – | – | 0.12% | 53 |
|
2023
Q1 | $367K | Sell |
1,311
-79
| -6% | -$22.1K | 0.12% | 58 |
|
2022
Q4 | $366K | Buy |
+1,390
| New | +$366K | 0.12% | 57 |
|