Pacific Wealth Strategies Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-686
| Closed | -$203K | – | 50 |
|
|
2023
Q4 | $203K | Buy |
+686
| New | +$203K | 0.19% | 44 |
|
|
2023
Q3 | – | Sell |
-686
| Closed | -$205K | – | 49 |
|
|
2023
Q2 | $205K | Buy |
+686
| New | +$205K | 0.21% | 47 |
|
|
2022
Q2 | – | Sell |
-5,960
| Closed | -$1.47M | – | 60 |
|
|
2022
Q1 | $1.47M | Hold |
5,960
| – | – | 0.62% | 38 |
|
|
2021
Q4 | $1.6M | Buy |
5,960
+105
| +2% | +$28.2K | 0.56% | 40 |
|
|
2021
Q3 | $1.41M | Buy |
5,855
+438
| +8% | +$106K | 0.52% | 42 |
|
|
2021
Q2 | $1.25M | Buy |
5,417
+56
| +1% | +$12.9K | 0.48% | 49 |
|
|
2021
Q1 | $1.2M | Buy |
5,361
+1,426
| +36% | +$320K | 0.5% | 51 |
|
|
2020
Q4 | $849K | Buy |
3,935
+49
| +1% | +$10.6K | 0.37% | 57 |
|
|
2020
Q3 | $853K | Buy |
3,886
+832
| +27% | +$183K | 0.45% | 50 |
|
|
2020
Q2 | $563K | Hold |
3,054
| – | – | 0.31% | 63 |
|
|
2020
Q1 | $505K | Buy |
3,054
+430
| +16% | +$71.1K | 0.34% | 64 |
|
|
2019
Q4 | $519K | Buy |
2,624
+178
| +7% | +$35.2K | 0.29% | 70 |
|
|
2019
Q3 | $525K | Buy |
2,446
+852
| +53% | +$183K | 0.32% | 70 |
|
|
2019
Q2 | $331K | Buy |
1,594
+175
| +12% | +$36.3K | 0.21% | 74 |
|
|
2019
Q1 | $269K | Buy |
1,419
+110
| +8% | +$20.9K | 0.17% | 78 |
|
|
2018
Q4 | $232K | Buy |
+1,309
| New | +$232K | 0.17% | 78 |
|