PA
Prism Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
772
| – | – | 0.06% | 64 |
|
|
2025
Q1 | $241K | Buy |
772
+49
| +7% | +$15.3K | 0.07% | 55 |
|
|
2024
Q4 | $210K | Hold |
723
| – | – | 0.06% | 55 |
|
|
2024
Q3 | $220K | Sell |
723
-175
| -19% | -$53.3K | 0.06% | 64 |
|
|
2024
Q2 | $229K | Hold |
898
| – | – | 0.07% | 60 |
|
|
2024
Q1 | $253K | Hold |
898
| – | – | 0.08% | 54 |
|
|
2023
Q4 | $266K | Buy |
+898
| New | +$266K | 0.09% | 62 |
|
|
2023
Q3 | – | Sell |
-723
| Closed | -$216K | – | 62 |
|
|
2023
Q2 | $216K | Hold |
723
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $202K | Buy |
+723
| New | +$202K | 0.07% | 49 |
|
|
2020
Q1 | – | Sell |
-1,095
| Closed | -$216K | – | 61 |
|
|
2019
Q4 | $216K | Buy |
1,095
+35
| +3% | +$6.9K | 0.11% | 61 |
|
|
2019
Q3 | $228K | Buy |
1,060
+77
| +8% | +$16.6K | 0.13% | 56 |
|
|
2019
Q2 | $204K | Buy |
+983
| New | +$204K | 0.12% | 57 |
|