Prestige Wealth Management Group’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 | $842K | Sell |
2,882
-5
| -0.2% | -$1.46K | 0.17% | 67 |
|
|
2025
Q1 | $902K | Buy |
2,887
+16
| +0.6% | +$5K | 0.19% | 64 |
|
|
2024
Q4 | $832K | Buy |
2,871
+111
| +4% | +$32.2K | 0.17% | 66 |
|
|
2024
Q3 | $840K | Sell |
2,760
-16
| -0.6% | -$4.87K | 0.17% | 68 |
|
|
2024
Q2 | $708K | Sell |
2,776
-501
| -15% | -$128K | 0.15% | 66 |
|
|
2024
Q1 | $924K | Sell |
3,277
-67
| -2% | -$18.9K | 0.2% | 63 |
|
|
2023
Q4 | $992K | Buy |
3,344
+70
| +2% | +$20.8K | 0.23% | 56 |
|
|
2023
Q3 | $863K | Buy |
3,274
+178
| +6% | +$46.9K | 0.21% | 53 |
|
|
2023
Q2 | $924K | Sell |
3,096
-187
| -6% | -$55.8K | 0.22% | 55 |
|
|
2023
Q1 | $918K | Sell |
3,283
-2,098
| -39% | -$587K | 0.23% | 55 |
|
|
2022
Q4 | $1.42M | Buy |
5,381
+2,356
| +78% | +$621K | 0.37% | 43 |
|
|
2022
Q3 | $698K | Sell |
3,025
-351
| -10% | -$81K | 0.2% | 54 |
|
|
2022
Q2 | $833K | Buy |
3,376
+289
| +9% | +$71.3K | 0.23% | 50 |
|
|
2022
Q1 | $763K | Buy |
3,087
+35
| +1% | +$8.65K | 0.19% | 61 |
|
|
2021
Q4 | $818K | Buy |
3,052
+23
| +0.8% | +$6.16K | 0.2% | 59 |
|
|
2021
Q3 | $730K | Buy |
3,029
+746
| +33% | +$180K | 0.19% | 57 |
|
|
2021
Q2 | $527K | Sell |
2,283
-624
| -21% | -$144K | 0.14% | 63 |
|
|
2021
Q1 | $652K | Sell |
2,907
-34
| -1% | -$7.63K | 0.18% | 54 |
|
|
2020
Q4 | $631K | Buy |
2,941
+55
| +2% | +$11.8K | 0.17% | 62 |
|
|
2020
Q3 | $634K | Buy |
2,886
+374
| +15% | +$82.2K | 0.19% | 60 |
|
|
2020
Q2 | $463K | Buy |
2,512
+621
| +33% | +$114K | 0.16% | 60 |
|
|
2020
Q1 | $312K | Sell |
1,891
-99
| -5% | -$16.3K | 0.13% | 66 |
|
|
2019
Q4 | $393K | Buy |
1,990
+52
| +3% | +$10.3K | 0.22% | 72 |
|
|
2019
Q3 | $416K | Buy |
1,938
+172
| +10% | +$36.9K | 0.24% | 64 |
|
|
2019
Q2 | $367K | Buy |
1,766
+648
| +58% | +$135K | 0.22% | 71 |
|
|
2019
Q1 | $212K | Buy |
1,118
+34
| +3% | +$6.45K | 0.13% | 108 |
|
|
2018
Q4 | $192K | Buy |
+1,084
| New | +$192K | 0.14% | 112 |
|