PIA
Perennial Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
1,623
+62
| +4% | +$18.1K | 0.05% | 263 |
|
|
2025
Q1 | $488K | Buy |
1,561
+102
| +7% | +$31.9K | 0.05% | 245 |
|
|
2024
Q4 | $423K | Buy |
1,459
+59
| +4% | +$17.1K | 0.05% | 244 |
|
|
2024
Q3 | $427K | Sell |
1,400
-155
| -10% | -$47.2K | 0.06% | 234 |
|
|
2024
Q2 | $396K | Buy |
1,555
+86
| +6% | +$21.9K | 0.06% | 231 |
|
|
2024
Q1 | $414K | Sell |
1,469
-25
| -2% | -$7.05K | 0.06% | 203 |
|
|
2023
Q4 | $443K | Sell |
1,494
-63
| -4% | -$18.7K | 0.07% | 188 |
|
|
2023
Q3 | $410K | Buy |
1,557
+38
| +3% | +$10K | 0.07% | 189 |
|
|
2023
Q2 | $453K | Sell |
1,519
-100
| -6% | -$29.8K | 0.08% | 187 |
|
|
2023
Q1 | $453K | Buy |
1,619
+376
| +30% | +$105K | 0.08% | 187 |
|
|
2022
Q4 | $327K | Buy |
1,243
+74
| +6% | +$19.5K | 0.13% | 142 |
|
|
2022
Q3 | $270K | Buy |
1,169
+6
| +0.5% | +$1.39K | 0.12% | 146 |
|
|
2022
Q2 | $285K | Sell |
1,163
-9
| -0.8% | -$2.21K | 0.11% | 146 |
|
|
2022
Q1 | $289K | Sell |
1,172
-6
| -0.5% | -$1.48K | 0.09% | 169 |
|
|
2021
Q4 | $315K | Buy |
1,178
+79
| +7% | +$21.1K | 0.1% | 166 |
|
|
2021
Q3 | $266K | Buy |
1,099
+1
| +0.1% | +$242 | 0.09% | 174 |
|
|
2021
Q2 | $254K | Sell |
1,098
-11
| -1% | -$2.55K | 0.09% | 175 |
|
|
2021
Q1 | $249K | Hold |
1,109
| – | – | 0.1% | 161 |
|
|
2020
Q4 | $238K | Sell |
1,109
-47
| -4% | -$10.1K | 0.1% | 142 |
|
|
2020
Q3 | $255K | Buy |
1,156
+32
| +3% | +$7.06K | 0.13% | 121 |
|
|
2020
Q2 | $207K | Sell |
1,124
-121
| -10% | -$22.3K | 0.14% | 118 |
|
|
2020
Q1 | $206K | Buy |
1,245
+149
| +14% | +$24.7K | 0.18% | 110 |
|
|
2019
Q4 | $217K | Buy |
+1,096
| New | +$217K | 0.17% | 118 |
|