PWAM
Pinnacle West Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
6,610
-45
| -0.7% | -$13.1K | 1.33% | 24 |
|
|
2025
Q1 | $2.08M | Buy |
6,655
+15
| +0.2% | +$4.69K | 1.5% | 20 |
|
|
2024
Q4 | $1.93M | Buy |
6,640
+50
| +0.8% | +$14.5K | 1.38% | 22 |
|
|
2024
Q3 | $2.01M | Buy |
6,590
+85
| +1% | +$25.9K | 1.44% | 20 |
|
|
2024
Q2 | $1.66M | Buy |
6,505
+25
| +0.4% | +$6.37K | 1.29% | 25 |
|
|
2024
Q1 | $1.83M | Sell |
6,480
-30
| -0.5% | -$8.46K | 1.45% | 20 |
|
|
2023
Q4 | $1.93M | Buy |
6,510
+280
| +4% | +$83K | 1.65% | 16 |
|
|
2023
Q3 | $1.64M | Buy |
6,230
+260
| +4% | +$68.5K | 1.61% | 15 |
|
|
2023
Q2 | $1.78M | Sell |
5,970
-100
| -2% | -$29.8K | 1.73% | 12 |
|
|
2023
Q1 | $1.7M | Buy |
+6,070
| New | +$1.7M | 1.77% | 11 |
|