PWAG
Polaris Wealth Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.55M | Sell |
32,447
-177
| -0.5% | -$46.6K | 0.65% | 54 |
|
|
2023
Q2 | $9.74M | Sell |
32,624
-2,782
| -8% | -$830K | 0.74% | 49 |
|
|
2023
Q1 | $9.9M | Buy |
35,406
+33,675
| +1,945% | +$9.42M | 0.73% | 46 |
|
|
2022
Q4 | $465K | Sell |
1,731
-5,651
| -77% | -$1.52M | 0.03% | 134 |
|
|
2022
Q3 | $1.73M | Buy |
7,382
+204
| +3% | +$47.9K | 0.14% | 84 |
|
|
2022
Q2 | $1.77M | Buy |
7,178
+5,224
| +267% | +$1.29M | 0.14% | 77 |
|
|
2022
Q1 | $497K | Sell |
1,954
-11
| -0.6% | -$2.8K | 0.03% | 115 |
|
|
2021
Q4 | $527K | Sell |
1,965
-94,952
| -98% | -$25.5M | 0.03% | 124 |
|
|
2021
Q3 | $24.1M | Buy |
96,917
+95,081
| +5,179% | +$23.6M | 1.44% | 28 |
|
|
2021
Q2 | $426K | Sell |
1,836
-52
| -3% | -$12.1K | 0.03% | 126 |
|
|
2021
Q1 | $437K | Sell |
1,888
-82
| -4% | -$19K | 0.03% | 130 |
|
|
2020
Q4 | $425K | Buy |
1,970
+2
| +0.1% | +$431 | 0.03% | 138 |
|
|
2020
Q3 | $445K | Sell |
1,968
-376
| -16% | -$85K | 0.04% | 111 |
|
|
2020
Q2 | $433K | Buy |
2,344
+2
| +0.1% | +$369 | 0.03% | 110 |
|
|
2020
Q1 | $387K | Sell |
2,342
-101,337
| -98% | -$16.7M | 0.04% | 95 |
|
|
2019
Q4 | $21.9M | Sell |
103,679
-6,183
| -6% | -$1.3M | 1.46% | 33 |
|
|
2019
Q3 | $22.7M | Buy |
109,862
+1,294
| +1% | +$267K | 1.85% | 27 |
|
|
2019
Q2 | $22.4M | Buy |
108,568
+106,782
| +5,979% | +$22M | 1.7% | 32 |
|
|
2019
Q1 | $336K | Hold |
1,786
| – | – | 0.03% | 128 |
|
|
2018
Q4 | $317K | Buy |
1,786
+101
| +6% | +$17.9K | 0.03% | 121 |
|
|
2018
Q3 | $282K | Buy |
+1,685
| New | +$282K | 0.02% | 135 |
|
|
2018
Q2 | – | Sell |
-303
| Closed | -$47K | – | 350 |
|
|
2018
Q1 | $47K | Buy |
+303
| New | +$47K | ﹤0.01% | 220 |
|
|
2016
Q1 | – | Sell |
-4,084
| Closed | -$482K | – | 131 |
|
|
2015
Q4 | $482K | Buy |
+4,084
| New | +$482K | 0.08% | 82 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$8K | – | 187 |
|
|
2013
Q4 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 156 |
|