PCG Wealth Advisors’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 | – | Sell |
-685
| Closed | -$214K | – | 121 |
|
|
2025
Q1 | $214K | Sell |
685
-14
| -2% | -$4.37K | 0.07% | 125 |
|
|
2024
Q4 | $202K | Buy |
699
+22
| +3% | +$6.37K | 0.07% | 123 |
|
|
2024
Q3 | $206K | Buy |
+677
| New | +$206K | 0.08% | 118 |
|
|
2024
Q1 | – | Sell |
-677
| Closed | -$201K | – | 116 |
|
|
2023
Q4 | $201K | Sell |
677
-295
| -30% | -$87.5K | 0.11% | 98 |
|
|
2023
Q3 | $256K | Hold |
972
| – | – | 0.17% | 82 |
|
|
2023
Q2 | $290K | Sell |
972
-60
| -6% | -$17.9K | 0.18% | 81 |
|
|
2023
Q1 | $289K | Sell |
1,032
-105
| -9% | -$29.4K | 0.18% | 85 |
|
|
2022
Q4 | $300K | Sell |
1,137
-1,125
| -50% | -$296K | 0.19% | 79 |
|
|
2022
Q3 | $523K | Buy |
2,262
+1,289
| +132% | +$298K | 0.19% | 73 |
|
|
2022
Q2 | $240K | Hold |
973
| – | – | 0.17% | 74 |
|
|
2022
Q1 | $241K | Buy |
973
+136
| +16% | +$33.7K | 0.15% | 74 |
|
|
2021
Q4 | $223K | Buy |
+837
| New | +$223K | 0.16% | 71 |
|