PWM
Prentice Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
2,408
-58
| -2% | -$16.9K | 0.18% | 63 |
|
|
2025
Q1 | $770K | Buy |
2,466
+69
| +3% | +$21.6K | 0.22% | 54 |
|
|
2024
Q4 | $695K | Buy |
2,397
+122
| +5% | +$35.4K | 0.2% | 61 |
|
|
2024
Q3 | $693K | Buy |
2,275
+225
| +11% | +$68.5K | 0.21% | 57 |
|
|
2024
Q2 | $522K | Buy |
2,050
+53
| +3% | +$13.5K | 0.17% | 71 |
|
|
2024
Q1 | $563K | Buy |
1,997
+134
| +7% | +$37.8K | 0.2% | 66 |
|
|
2023
Q4 | $552K | Buy |
1,863
+204
| +12% | +$60.5K | 0.22% | 60 |
|
|
2023
Q3 | $437K | Buy |
1,659
+10
| +0.6% | +$2.63K | 0.2% | 63 |
|
|
2023
Q2 | $492K | Buy |
1,649
+81
| +5% | +$24.2K | 0.22% | 56 |
|
|
2023
Q1 | $438K | Buy |
1,568
+49
| +3% | +$13.7K | 0.21% | 58 |
|
|
2022
Q4 | $400K | Buy |
1,519
+119
| +9% | +$31.4K | 0.2% | 58 |
|
|
2022
Q3 | $328K | Buy |
+1,400
| New | +$328K | 0.18% | 60 |
|
|
2022
Q2 | – | Sell |
-1,132
| Closed | -$276K | – | 169 |
|
|
2022
Q1 | $276K | Buy |
1,132
+93
| +9% | +$22.7K | 0.13% | 77 |
|
|
2021
Q4 | $278K | Sell |
1,039
-18
| -2% | -$4.82K | 0.13% | 80 |
|
|
2021
Q3 | $255K | Buy |
1,057
+7
| +0.7% | +$1.69K | 0.12% | 87 |
|
|
2021
Q2 | $243K | Buy |
1,050
+345
| +49% | +$79.8K | 0.12% | 91 |
|
|
2021
Q1 | $158K | Buy |
+705
| New | +$158K | 0.09% | 103 |
|