PFG Private 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 | – | Sell |
-45
| Closed | -$14.1K | – | 167 |
|
|
2025
Q1 | $14.1K | Buy |
45
+26
| +137% | +$8.12K | 0.01% | 126 |
|
|
2024
Q4 | $5.51K | Hold |
19
| – | – | ﹤0.01% | 150 |
|
|
2024
Q3 | $5.79K | Sell |
19
-124
| -87% | -$37.8K | ﹤0.01% | 157 |
|
|
2024
Q2 | $36.4K | Hold |
143
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $40.3K | Hold |
143
| – | – | 0.03% | 97 |
|
|
2023
Q4 | $42.4K | Sell |
143
-127
| -47% | -$37.7K | 0.03% | 86 |
|
|
2023
Q3 | $71.1K | Sell |
270
-305
| -53% | -$80.3K | 0.05% | 82 |
|
|
2023
Q2 | $172K | Hold |
575
| – | – | 0.1% | 61 |
|
|
2023
Q1 | $161K | Buy |
575
+13
| +2% | +$3.64K | 0.1% | 60 |
|
|
2022
Q4 | $148K | Sell |
562
-5
| -0.9% | -$1.32K | 0.09% | 65 |
|
|
2022
Q3 | $131K | Sell |
567
-84
| -13% | -$19.4K | 0.09% | 64 |
|
|
2022
Q2 | $161K | Sell |
651
-1,094
| -63% | -$271K | 0.09% | 68 |
|
|
2022
Q1 | $432K | Buy |
1,745
+1,602
| +1,120% | +$397K | 0.22% | 36 |
|
|
2021
Q4 | $38K | Hold |
143
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $34K | Buy |
+143
| New | +$34K | 0.02% | 159 |
|