PBMares Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
2,505
-15
| -0.6% | -$4.38K | 0.13% | 86 |
|
|
2025
Q1 | $787K | Sell |
2,520
-512
| -17% | -$160K | 0.16% | 81 |
|
|
2024
Q4 | $879K | Sell |
3,032
-8
| -0.3% | -$2.32K | 0.18% | 76 |
|
|
2024
Q3 | $926K | Sell |
3,040
-322
| -10% | -$98.1K | 0.19% | 72 |
|
|
2024
Q2 | $857K | Sell |
3,362
-135
| -4% | -$34.4K | 0.21% | 76 |
|
|
2024
Q1 | $986K | Buy |
3,497
+89
| +3% | +$25.1K | 0.26% | 62 |
|
|
2023
Q4 | $1.01M | Buy |
3,408
+11
| +0.3% | +$3.26K | 0.3% | 57 |
|
|
2023
Q3 | $895K | Buy |
3,397
+239
| +8% | +$63K | 0.32% | 60 |
|
|
2023
Q2 | $942K | Sell |
3,158
-40
| -1% | -$11.9K | 0.34% | 56 |
|
|
2023
Q1 | $894K | Buy |
3,198
+630
| +25% | +$176K | 0.33% | 59 |
|
|
2022
Q4 | $677K | Hold |
2,568
| – | – | 0.27% | 67 |
|
|
2022
Q3 | $592K | Buy |
2,568
+220
| +9% | +$50.7K | 0.26% | 73 |
|
|
2022
Q2 | $580K | Buy |
2,348
+1
| +0% | +$247 | 0.25% | 76 |
|
|
2022
Q1 | $580K | Hold |
2,347
| – | – | 0.36% | 77 |
|
|
2021
Q4 | $629K | Buy |
2,347
+114
| +5% | +$30.6K | 0.27% | 77 |
|
|
2021
Q3 | $538K | Buy |
2,233
+41
| +2% | +$9.88K | 0.26% | 80 |
|
|
2021
Q2 | $506K | Hold |
2,192
| – | – | 0.28% | 83 |
|
|
2021
Q1 | $491K | Sell |
2,192
-300
| -12% | -$67.2K | 0.4% | 76 |
|
|
2020
Q4 | $535K | Buy |
2,492
+442
| +22% | +$94.9K | 0.62% | 63 |
|
|
2020
Q3 | $450K | Buy |
2,050
+340
| +20% | +$74.6K | 0.66% | 54 |
|
|
2020
Q2 | $316K | Sell |
1,710
-206
| -11% | -$38.1K | 0.48% | 71 |
|
|
2020
Q1 | $317K | Buy |
1,916
+1
| +0.1% | +$165 | 0.5% | 71 |
|
|
2019
Q4 | $379K | Buy |
+1,915
| New | +$379K | 0.45% | 73 |
|