Private Wealth Advisors (California)’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 | $217K | Sell |
743
-2
| -0.3% | -$585 | 0.08% | 79 |
|
|
2025
Q1 | $233K | Buy |
745
+4
| +0.5% | +$1.25K | 0.08% | 75 |
|
|
2024
Q4 | $215K | Buy |
741
+4
| +0.5% | +$1.16K | 0.08% | 77 |
|
|
2024
Q3 | $223K | Buy |
+737
| New | +$223K | 0.09% | 70 |
|
|
2024
Q2 | – | Sell |
-756
| Closed | -$213K | – | 78 |
|
|
2024
Q1 | $213K | Sell |
756
-1
| -0.1% | -$282 | 0.09% | 71 |
|
|
2023
Q4 | $224K | Sell |
757
-402
| -35% | -$119K | 0.09% | 66 |
|
|
2023
Q3 | $305K | Sell |
1,159
-9
| -0.8% | -$2.37K | 0.13% | 63 |
|
|
2023
Q2 | $349K | Buy |
1,168
+6
| +0.5% | +$1.79K | 0.14% | 60 |
|
|
2023
Q1 | $325K | Sell |
1,162
-3
| -0.3% | -$839 | 0.14% | 63 |
|
|
2022
Q4 | $307K | Sell |
1,165
-5
| -0.4% | -$1.32K | 0.1% | 64 |
|
|
2022
Q3 | $270K | Buy |
1,170
+6
| +0.5% | +$1.39K | 0.13% | 60 |
|
|
2022
Q2 | $302K | Buy |
1,164
+7
| +0.6% | +$1.82K | 0.11% | 61 |
|
|
2022
Q1 | $286K | Sell |
1,157
-43
| -4% | -$10.6K | 0.09% | 68 |
|
|
2021
Q4 | $322K | Buy |
1,200
+6
| +0.5% | +$1.61K | 0.07% | 65 |
|
|
2021
Q3 | $298K | Buy |
1,194
+7
| +0.6% | +$1.75K | 0.07% | 80 |
|
|
2021
Q2 | $274K | Buy |
1,187
+6
| +0.5% | +$1.39K | 0.08% | 78 |
|
|
2021
Q1 | $265K | Buy |
1,181
+7
| +0.6% | +$1.57K | 0.09% | 75 |
|
|
2020
Q4 | $249K | Buy |
1,174
+7
| +0.6% | +$1.49K | 0.09% | 65 |
|
|
2020
Q3 | $256K | Buy |
1,167
+6
| +0.5% | +$1.32K | 0.13% | 53 |
|
|
2020
Q2 | $214K | Buy |
+1,161
| New | +$214K | 0.15% | 48 |
|
|
2020
Q1 | – | Sell |
-1,146
| Closed | -$226K | – | 65 |
|
|
2019
Q4 | $226K | Sell |
1,146
-392
| -25% | -$77.3K | 0.13% | 71 |
|
|
2019
Q3 | $330K | Sell |
1,538
-111
| -7% | -$23.8K | 0.22% | 50 |
|
|
2019
Q2 | $313K | Hold |
1,649
| – | – | 0.21% | 49 |
|
|
2019
Q1 | $313K | Buy |
1,649
+9
| +0.5% | +$1.71K | 0.21% | 49 |
|
|
2018
Q4 | $291K | Buy |
+1,640
| New | +$291K | 0.24% | 46 |
|