PWM
Palumbo Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
11,804
+182
| +2% | +$53.2K | 1.07% | 21 |
|
|
2025
Q1 | $3.63M | Buy |
11,622
+2,361
| +25% | +$737K | 1.21% | 21 |
|
|
2024
Q4 | $2.68M | Buy |
9,261
+1,187
| +15% | +$344K | 1% | 26 |
|
|
2024
Q3 | $2.46M | Buy |
8,074
+145
| +2% | +$44.2K | 0.96% | 30 |
|
|
2024
Q2 | $2.02M | Buy |
7,929
+1,238
| +19% | +$315K | 0.85% | 34 |
|
|
2024
Q1 | $1.89M | Buy |
6,691
+624
| +10% | +$176K | 0.84% | 33 |
|
|
2023
Q4 | $1.8M | Buy |
6,067
+49
| +0.8% | +$14.5K | 0.92% | 26 |
|
|
2023
Q3 | $1.59M | Buy |
6,018
+1,124
| +23% | +$296K | 0.87% | 26 |
|
|
2023
Q2 | $1.46M | Buy |
4,894
+286
| +6% | +$85.4K | 0.89% | 21 |
|
|
2023
Q1 | $1.29M | Sell |
4,608
-70
| -1% | -$19.6K | 0.86% | 25 |
|
|
2022
Q4 | $1.23M | Buy |
4,678
+89
| +2% | +$23.5K | 0.98% | 20 |
|
|
2022
Q3 | $1.06M | Buy |
4,589
+83
| +2% | +$19.2K | 0.9% | 25 |
|
|
2022
Q2 | $1.11M | Buy |
4,506
+183
| +4% | +$45.2K | 0.88% | 22 |
|
|
2022
Q1 | $1.07M | Buy |
4,323
+60
| +1% | +$14.8K | 0.69% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
4,263
+281
| +7% | +$75.3K | 0.72% | 27 |
|
|
2021
Q3 | $960K | Sell |
3,982
-337
| -8% | -$81.2K | 0.63% | 29 |
|
|
2021
Q2 | $998K | Buy |
4,319
+21
| +0.5% | +$4.85K | 0.67% | 34 |
|
|
2021
Q1 | $963K | Buy |
4,298
+226
| +6% | +$50.6K | 0.73% | 29 |
|
|
2020
Q4 | $874K | Buy |
+4,072
| New | +$874K | 0.71% | 25 |
|