PWPS
Pinnacle Wealth Planning Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,234
-158
| -2% | -$46.2K | 0.35% | 37 |
|
|
2025
Q1 | $2.93M | Buy |
9,392
+76
| +0.8% | +$23.7K | 0.44% | 31 |
|
|
2024
Q4 | $2.7M | Sell |
9,316
-1,547
| -14% | -$448K | 0.41% | 36 |
|
|
2024
Q3 | $3.31M | Sell |
10,863
-52
| -0.5% | -$15.8K | 0.45% | 38 |
|
|
2024
Q2 | $2.78M | Sell |
10,915
-215
| -2% | -$54.8K | 0.4% | 39 |
|
|
2024
Q1 | $3.14M | Sell |
11,130
-517
| -4% | -$146K | 0.46% | 33 |
|
|
2023
Q4 | $3.45M | Sell |
11,647
-330
| -3% | -$97.8K | 0.54% | 30 |
|
|
2023
Q3 | $3.16M | Sell |
11,977
-39
| -0.3% | -$10.3K | 0.52% | 31 |
|
|
2023
Q2 | $3.59M | Sell |
12,016
-500
| -4% | -$149K | 0.58% | 25 |
|
|
2023
Q1 | $3.5M | Sell |
12,516
-307
| -2% | -$85.8K | 0.58% | 26 |
|
|
2022
Q4 | $3.38M | Sell |
12,823
-272
| -2% | -$71.7K | 0.6% | 25 |
|
|
2022
Q3 | $3.02M | Sell |
13,095
-740
| -5% | -$171K | 0.56% | 30 |
|
|
2022
Q2 | $3.42M | Sell |
13,835
-182
| -1% | -$44.9K | 0.61% | 28 |
|
|
2022
Q1 | $3.47M | Buy |
14,017
+366
| +3% | +$90.5K | 0.63% | 28 |
|
|
2021
Q4 | $3.66M | Buy |
13,651
+72
| +0.5% | +$19.3K | 0.71% | 24 |
|
|
2021
Q3 | $3.27M | Buy |
13,579
+1,046
| +8% | +$252K | 0.72% | 24 |
|
|
2021
Q2 | $2.9M | Sell |
12,533
-19
| -0.2% | -$4.39K | 0.67% | 25 |
|
|
2021
Q1 | $2.81M | Buy |
12,552
+378
| +3% | +$84.7K | 0.72% | 26 |
|
|
2020
Q4 | $2.61M | Buy |
12,174
+226
| +2% | +$48.5K | 0.62% | 24 |
|
|
2020
Q3 | $2.62M | Buy |
11,948
+280
| +2% | +$61.5K | 0.87% | 21 |
|
|
2020
Q2 | $2.15M | Buy |
11,668
+8,244
| +241% | +$1.52M | 0.7% | 30 |
|
|
2020
Q1 | $565K | Buy |
3,424
+535
| +19% | +$88.3K | 0.27% | 75 |
|
|
2019
Q4 | $570K | Buy |
2,889
+33
| +1% | +$6.51K | 0.27% | 80 |
|
|
2019
Q3 | $613K | Buy |
2,856
+575
| +25% | +$123K | 0.33% | 63 |
|
|
2019
Q2 | $473K | Buy |
2,281
+452
| +25% | +$93.7K | 0.29% | 71 |
|
|
2019
Q1 | $347K | Sell |
1,829
-191
| -9% | -$36.2K | 0.23% | 86 |
|
|
2018
Q4 | $359K | Buy |
2,020
+96
| +5% | +$17.1K | 0.23% | 83 |
|
|
2018
Q3 | $322K | Buy |
1,924
+44
| +2% | +$7.36K | 0.29% | 113 |
|
|
2018
Q2 | $295K | Buy |
1,880
+263
| +16% | +$41.3K | 0.29% | 118 |
|
|
2018
Q1 | $253K | Buy |
1,617
+982
| +155% | +$154K | 0.26% | 129 |
|
|
2017
Q4 | $109K | Buy |
+635
| New | +$109K | 0.22% | 84 |
|