PFA
Plotkin Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
992
| – | – | 0.16% | 76 |
|
|
2025
Q1 | $310K | Hold |
992
| – | – | 0.19% | 72 |
|
|
2024
Q4 | $288K | Hold |
992
| – | – | 0.17% | 72 |
|
|
2024
Q3 | $302K | Hold |
992
| – | – | 0.18% | 73 |
|
|
2024
Q2 | $253K | Hold |
992
| – | – | 0.16% | 74 |
|
|
2024
Q1 | $280K | Hold |
992
| – | – | 0.19% | 71 |
|
|
2023
Q4 | $294K | Hold |
992
| – | – | 0.22% | 63 |
|
|
2023
Q3 | $261K | Hold |
992
| – | – | 0.23% | 60 |
|
|
2023
Q2 | $296K | Hold |
992
| – | – | 0.25% | 61 |
|
|
2023
Q1 | $277K | Hold |
992
| – | – | 0.26% | 58 |
|
|
2022
Q4 | $261K | Hold |
992
| – | – | 0.27% | 54 |
|
|
2022
Q3 | $229K | Buy |
992
+100
| +11% | +$23.1K | 0.23% | 59 |
|
|
2022
Q2 | $220K | Hold |
892
| – | – | 0.21% | 62 |
|
|
2022
Q1 | $221K | Hold |
892
| – | – | 0.15% | 72 |
|
|
2021
Q4 | $239K | Sell |
892
-256
| -22% | -$68.6K | 0.15% | 73 |
|
|
2021
Q3 | $277K | Hold |
1,148
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $265K | Buy |
1,148
+100
| +10% | +$23.1K | 0.15% | 80 |
|
|
2021
Q1 | $235K | Sell |
1,048
-243
| -19% | -$54.5K | 0.14% | 64 |
|
|
2020
Q4 | $277K | Buy |
1,291
+256
| +25% | +$54.9K | 0.18% | 53 |
|
|
2020
Q3 | $227K | Buy |
+1,035
| New | +$227K | 0.25% | 56 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$208K | – | 65 |
|
|
2019
Q4 | $208K | Buy |
+1,055
| New | +$208K | 0.19% | 62 |
|