Physician 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 | $562K | Buy |
1,923
+24
| +1% | +$7.01K | 0.09% | 90 |
|
|
2025
Q1 | $593K | Buy |
1,899
+6
| +0.3% | +$1.87K | 0.1% | 87 |
|
|
2024
Q4 | $549K | Buy |
1,893
+28
| +2% | +$8.12K | 0.09% | 89 |
|
|
2024
Q3 | $584K | Buy |
1,865
+98
| +6% | +$30.7K | 0.11% | 83 |
|
|
2024
Q2 | $454K | Buy |
1,767
+17
| +1% | +$4.37K | 0.08% | 99 |
|
|
2024
Q1 | $465K | Buy |
1,750
+141
| +9% | +$37.4K | 0.1% | 93 |
|
|
2023
Q4 | $480K | Sell |
1,609
-12
| -0.7% | -$3.58K | 0.11% | 90 |
|
|
2023
Q3 | $405K | Buy |
1,621
+4
| +0.2% | +$1K | 0.1% | 91 |
|
|
2023
Q2 | $477K | Buy |
1,617
+5
| +0.3% | +$1.47K | 0.12% | 81 |
|
|
2023
Q1 | $469K | Buy |
1,612
+5
| +0.3% | +$1.46K | 0.12% | 82 |
|
|
2022
Q4 | $433K | Buy |
1,607
+5
| +0.3% | +$1.35K | 0.12% | 85 |
|
|
2022
Q3 | $383K | Sell |
1,602
-9
| -0.6% | -$2.15K | 0.12% | 88 |
|
|
2022
Q2 | $426K | Buy |
1,611
+26
| +2% | +$6.88K | 0.12% | 86 |
|
|
2022
Q1 | $403K | Buy |
1,585
+162
| +11% | +$41.2K | 0.11% | 95 |
|
|
2021
Q4 | $380K | Sell |
1,423
-102
| -7% | -$27.2K | 0.1% | 103 |
|
|
2021
Q3 | $369K | Buy |
1,525
+2
| +0.1% | +$484 | 0.1% | 102 |
|
|
2021
Q2 | $364K | Sell |
1,523
-10
| -0.7% | -$2.39K | 0.1% | 103 |
|
|
2021
Q1 | $351K | Buy |
1,533
+1
| +0.1% | +$229 | 0.11% | 99 |
|
|
2020
Q4 | $330K | Sell |
1,532
-74
| -5% | -$15.9K | 0.11% | 97 |
|
|
2020
Q3 | $341K | Buy |
1,606
+2
| +0.1% | +$425 | 0.14% | 87 |
|
|
2020
Q2 | $327K | Buy |
1,604
+12
| +0.8% | +$2.45K | 0.13% | 96 |
|
|
2020
Q1 | $297K | Buy |
1,592
+500
| +46% | +$93.3K | 0.15% | 80 |
|
|
2019
Q4 | $226K | Buy |
+1,092
| New | +$226K | 0.1% | 104 |
|