PWA
Phoenix Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,159
+36
| +3% | +$10.5K | 0.14% | 95 |
|
|
2025
Q1 | $351K | Sell |
1,123
-20
| -2% | -$6.25K | 0.15% | 90 |
|
|
2024
Q4 | $331K | Hold |
1,143
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $348K | Hold |
1,143
| – | – | 0.16% | 92 |
|
|
2024
Q2 | $291K | Buy |
1,143
+20
| +2% | +$5.1K | 0.15% | 103 |
|
|
2024
Q1 | $317K | Hold |
1,123
| – | – | 0.19% | 92 |
|
|
2023
Q4 | $334K | Sell |
1,123
-25
| -2% | -$7.43K | 0.23% | 83 |
|
|
2023
Q3 | $302K | Buy |
1,148
+13
| +1% | +$3.43K | 0.18% | 82 |
|
|
2023
Q2 | $339K | Hold |
1,135
| – | – | 0.2% | 74 |
|
|
2023
Q1 | $317K | Hold |
1,135
| – | – | 0.2% | 71 |
|
|
2022
Q4 | $299K | Sell |
1,135
-29
| -2% | -$7.64K | 0.18% | 79 |
|
|
2022
Q3 | $269K | Sell |
1,164
-66
| -5% | -$15.3K | 0.27% | 80 |
|
|
2022
Q2 | $304K | Buy |
1,230
+35
| +3% | +$8.65K | 0.3% | 80 |
|
|
2022
Q1 | $300K | Hold |
1,195
| – | – | 0.31% | 71 |
|
|
2021
Q4 | $320K | Hold |
1,195
| – | – | 0.24% | 85 |
|
|
2021
Q3 | $288K | Sell |
1,195
-25
| -2% | -$6.03K | 0.22% | 92 |
|
|
2021
Q2 | $284K | Buy |
1,220
+12
| +1% | +$2.79K | 0.2% | 98 |
|
|
2021
Q1 | $272K | Buy |
1,208
+67
| +6% | +$15.1K | 0.21% | 93 |
|
|
2020
Q4 | $245K | Buy |
+1,141
| New | +$245K | 0.19% | 93 |
|