PFA
Pathway Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
1,020
-947
| -48% | -$277K | 0.04% | 107 |
|
|
2025
Q1 | $614K | Hold |
1,967
| – | – | 0.11% | 82 |
|
|
2024
Q4 | $570K | Buy |
1,967
+387
| +24% | +$112K | 0.13% | 79 |
|
|
2024
Q3 | $481K | Buy |
1,580
+13
| +0.8% | +$3.96K | 0.12% | 93 |
|
|
2024
Q2 | $399K | Hold |
1,567
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $442K | Hold |
1,567
| – | – | 0.12% | 97 |
|
|
2023
Q4 | $465K | Hold |
1,567
| – | – | 0.13% | 89 |
|
|
2023
Q3 | $413K | Hold |
1,567
| – | – | 0.14% | 76 |
|
|
2023
Q2 | $468K | Hold |
1,567
| – | – | 0.15% | 68 |
|
|
2023
Q1 | $438K | Hold |
1,567
| – | – | 0.15% | 68 |
|
|
2022
Q4 | $413K | Sell |
1,567
-33
| -2% | -$8.7K | 0.13% | 73 |
|
|
2022
Q3 | $369K | Hold |
1,600
| – | – | 0.13% | 78 |
|
|
2022
Q2 | $395K | Buy |
1,600
+103
| +7% | +$25.4K | 0.16% | 72 |
|
|
2022
Q1 | $370K | Hold |
1,497
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $388K | Buy |
+1,497
| New | +$388K | 0.14% | 80 |
|
|
2021
Q1 | $348K | Hold |
1,497
| – | – | 0.14% | 82 |
|
|
2020
Q4 | $309K | Hold |
1,497
| – | – | 0.13% | 78 |
|
|
2020
Q3 | $329K | Hold |
1,497
| – | – | 0.13% | 66 |
|
|
2020
Q2 | $276K | Sell |
1,497
-250
| -14% | -$46.1K | 0.08% | 76 |
|
|
2020
Q1 | $280K | Hold |
1,747
| – | – | 0.09% | 65 |
|
|
2019
Q4 | $369K | Buy |
1,747
+486
| +39% | +$103K | 0.1% | 73 |
|
|
2019
Q3 | $244K | Hold |
1,261
| – | – | 0.07% | 87 |
|
|
2019
Q2 | $262K | Sell |
1,261
-300
| -19% | -$62.3K | 0.08% | 80 |
|
|
2019
Q1 | $296K | Buy |
1,561
+314
| +25% | +$59.5K | 0.09% | 73 |
|
|
2018
Q4 | $221K | Hold |
1,247
| – | – | 0.12% | 83 |
|
|
2018
Q3 | $225K | Hold |
1,247
| – | – | 0.13% | 83 |
|
|
2018
Q2 | $195K | Hold |
1,247
| – | – | 0.11% | 87 |
|
|
2018
Q1 | $195K | Sell |
1,247
-21
| -2% | -$3.28K | 0.11% | 88 |
|
|
2017
Q4 | $218K | Buy |
+1,268
| New | +$218K | 0.13% | 85 |
|