Powell Investment 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 | $466K | Hold |
1,595
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $498K | Hold |
1,595
| – | – | 0.24% | 64 |
|
|
2024
Q4 | $462K | Hold |
1,595
| – | – | 0.21% | 71 |
|
|
2024
Q3 | $486K | Hold |
1,595
| – | – | 0.23% | 65 |
|
|
2024
Q2 | $406K | Sell |
1,595
-182
| -10% | -$46.4K | 0.21% | 70 |
|
|
2024
Q1 | $501K | Hold |
1,777
| – | – | 0.26% | 60 |
|
|
2023
Q4 | $527K | Hold |
1,777
| – | – | 0.29% | 57 |
|
|
2023
Q3 | $468K | Hold |
1,777
| – | – | 0.28% | 58 |
|
|
2023
Q2 | $530K | Hold |
1,777
| – | – | 0.31% | 57 |
|
|
2023
Q1 | $497K | Hold |
1,777
| – | – | 0.28% | 59 |
|
|
2022
Q4 | $468K | Sell |
1,777
-257
| -13% | -$67.7K | 0.27% | 61 |
|
|
2022
Q3 | $469K | Buy |
2,034
+1
| +0% | +$231 | 0.31% | 55 |
|
|
2022
Q2 | $502K | Hold |
2,033
| – | – | 0.3% | 53 |
|
|
2022
Q1 | $503K | Hold |
2,033
| – | – | 0.29% | 53 |
|
|
2021
Q4 | $545K | Buy |
2,033
+1
| +0% | +$268 | 0.31% | 46 |
|
|
2021
Q3 | $490K | Hold |
2,032
| – | – | 0.3% | 48 |
|
|
2021
Q2 | $469K | Sell |
2,032
-149
| -7% | -$34.4K | 0.29% | 45 |
|
|
2021
Q1 | $489K | Hold |
2,181
| – | – | 0.32% | 44 |
|
|
2020
Q4 | $468K | Sell |
2,181
-150
| -6% | -$32.2K | 0.36% | 43 |
|
|
2020
Q3 | $512K | Buy |
2,331
+1
| +0% | +$220 | 0.44% | 35 |
|
|
2020
Q2 | $430K | Hold |
2,330
| – | – | 0.42% | 43 |
|
|
2020
Q1 | $385K | Buy |
2,330
+1
| +0% | +$165 | 0.47% | 46 |
|
|
2019
Q4 | $460K | Buy |
+2,329
| New | +$460K | 0.48% | 46 |
|