PPWP
Proquility Private Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.22M | Buy |
7,095
+3,590
| +102% | +$1.12M | 0.68% | 48 |
|
|
2024
Q4 | $1.02M | Buy |
3,505
+33
| +1% | +$9.57K | 0.33% | 68 |
|
|
2024
Q3 | $1.06M | Buy |
3,472
+35
| +1% | +$10.7K | 0.34% | 71 |
|
|
2024
Q2 | $876K | Buy |
3,437
+117
| +4% | +$29.8K | 0.3% | 76 |
|
|
2024
Q1 | $936K | Sell |
3,320
-118
| -3% | -$33.3K | 0.32% | 72 |
|
|
2023
Q4 | $1.02M | Buy |
3,438
+13
| +0.4% | +$3.86K | 0.39% | 64 |
|
|
2023
Q3 | $902K | Sell |
3,425
-25
| -0.7% | -$6.59K | 0.37% | 69 |
|
|
2023
Q2 | $1.03M | Sell |
3,450
-82
| -2% | -$24.5K | 0.4% | 65 |
|
|
2023
Q1 | $987K | Sell |
3,532
-205
| -5% | -$57.3K | 0.39% | 66 |
|
|
2022
Q4 | $985K | Buy |
3,737
+38
| +1% | +$10K | 0.41% | 64 |
|
|
2022
Q3 | $854K | Sell |
3,699
-60
| -2% | -$13.9K | 0.39% | 65 |
|
|
2022
Q2 | $928K | Buy |
3,759
+10
| +0.3% | +$2.47K | 0.4% | 69 |
|
|
2022
Q1 | $915K | Sell |
3,749
-8
| -0.2% | -$1.95K | 0.38% | 65 |
|
|
2021
Q4 | $965K | Sell |
3,757
-241
| -6% | -$61.9K | 0.34% | 71 |
|
|
2021
Q3 | $964K | Buy |
3,998
+94
| +2% | +$22.7K | 0.36% | 65 |
|
|
2021
Q2 | $902K | Buy |
3,904
+247
| +7% | +$57.1K | 0.34% | 67 |
|
|
2021
Q1 | $820K | Buy |
3,657
+1,075
| +42% | +$241K | 0.33% | 70 |
|
|
2020
Q4 | $554K | Buy |
+2,582
| New | +$554K | 0.25% | 70 |
|