PWS
Private Wealth Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $995K | Buy |
3,903
+9
| +0.2% | +$2.29K | 0.2% | 28 |
|
|
2024
Q1 | $1.1M | Buy |
3,894
+3
| +0.1% | +$846 | 0.24% | 17 |
|
|
2023
Q4 | $1.15M | Buy |
3,891
+3
| +0.1% | +$890 | 0.26% | 21 |
|
|
2023
Q3 | $1.02M | Hold |
3,888
| – | – | 0.26% | 20 |
|
|
2023
Q2 | $1.16M | Buy |
3,888
+3
| +0.1% | +$895 | 0.28% | 21 |
|
|
2023
Q1 | $1.09M | Buy |
3,885
+3
| +0.1% | +$839 | 0.28% | 23 |
|
|
2022
Q4 | $1.02M | Buy |
3,882
+2
| +0.1% | +$527 | 0.27% | 25 |
|
|
2022
Q3 | $896K | Buy |
3,880
+3
| +0.1% | +$693 | 0.26% | 25 |
|
|
2022
Q2 | $957K | Buy |
3,877
+2
| +0.1% | +$494 | 0.27% | 31 |
|
|
2022
Q1 | $958K | Buy |
3,875
+3
| +0.1% | +$742 | 0.24% | 31 |
|
|
2021
Q4 | $1.04M | Buy |
3,872
+2
| +0.1% | +$536 | 0.24% | 33 |
|
|
2021
Q3 | $933K | Buy |
3,870
+19
| +0.5% | +$4.58K | 0.23% | 32 |
|
|
2021
Q2 | $890K | Buy |
3,851
+2
| +0.1% | +$462 | 0.23% | 33 |
|
|
2021
Q1 | $863K | Buy |
3,849
+3
| +0.1% | +$673 | 0.24% | 32 |
|
|
2020
Q4 | $825K | Buy |
3,846
+3
| +0.1% | +$644 | 0.25% | 31 |
|
|
2020
Q3 | $843K | Buy |
3,843
+2
| +0.1% | +$439 | 0.3% | 32 |
|
|
2020
Q2 | $709K | Buy |
3,841
+3
| +0.1% | +$554 | 0.31% | 30 |
|
|
2020
Q1 | $634K | Buy |
3,838
+4
| +0.1% | +$661 | 0.32% | 32 |
|
|
2019
Q4 | $758K | Buy |
+3,834
| New | +$758K | 0.3% | 32 |
|