PWA
Primoris Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
1,329
-285
| -18% | -$83.3K | 0.26% | 73 |
|
|
2025
Q1 | $504K | Sell |
1,614
-387
| -19% | -$121K | 0.39% | 57 |
|
|
2024
Q4 | $580K | Sell |
2,001
-250
| -11% | -$72.5K | 0.44% | 53 |
|
|
2024
Q3 | $685K | Sell |
2,251
-99
| -4% | -$30.1K | 0.5% | 56 |
|
|
2024
Q2 | $599K | Sell |
2,350
-680
| -22% | -$173K | 0.48% | 56 |
|
|
2024
Q1 | $854K | Sell |
3,030
-1,239
| -29% | -$349K | 0.68% | 42 |
|
|
2023
Q4 | $1.27M | Sell |
4,269
-662
| -13% | -$196K | 1.19% | 30 |
|
|
2023
Q3 | $1.3M | Buy |
+4,931
| New | +$1.3M | 1.57% | 23 |
|