Prospera Financial Services’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 | $19M | Sell |
65,043
-1,435
| -2% | -$419K | 0.35% | 57 |
|
|
2025
Q1 | $20.8M | Buy |
66,478
+5,714
| +9% | +$1.79M | 0.48% | 41 |
|
|
2024
Q4 | $17.6M | Buy |
60,764
+2,066
| +4% | +$599K | 0.41% | 54 |
|
|
2024
Q3 | $17.9M | Buy |
58,698
+5,806
| +11% | +$1.77M | 0.46% | 48 |
|
|
2024
Q2 | $13.5M | Buy |
52,892
+2,873
| +6% | +$733K | 0.38% | 56 |
|
|
2024
Q1 | $14.1M | Buy |
50,019
+4,102
| +9% | +$1.16M | 0.42% | 45 |
|
|
2023
Q4 | $13.6M | Buy |
45,917
+1,987
| +5% | +$589K | 0.45% | 42 |
|
|
2023
Q3 | $11.6M | Sell |
43,930
-231
| -0.5% | -$60.9K | 0.45% | 41 |
|
|
2023
Q2 | $13.2M | Buy |
44,161
+3,870
| +10% | +$1.16M | 0.5% | 35 |
|
|
2023
Q1 | $11.3M | Buy |
40,291
+10,627
| +36% | +$2.97M | 0.46% | 36 |
|
|
2022
Q4 | $7.82M | Sell |
29,664
-4,476
| -13% | -$1.18M | 0.39% | 57 |
|
|
2022
Q3 | $7.88M | Sell |
34,140
-4,970
| -13% | -$1.15M | 0.41% | 41 |
|
|
2022
Q2 | $9.66M | Buy |
39,110
+1,383
| +4% | +$342K | 0.49% | 30 |
|
|
2022
Q1 | $9.33M | Buy |
37,727
+6,339
| +20% | +$1.57M | 0.39% | 33 |
|
|
2021
Q4 | $8.42M | Buy |
31,388
+2,729
| +10% | +$732K | 0.36% | 50 |
|
|
2021
Q3 | $6.91M | Buy |
28,659
+1,795
| +7% | +$433K | 0.34% | 51 |
|
|
2021
Q2 | $6.21M | Buy |
26,864
+1,701
| +7% | +$393K | 0.31% | 68 |
|
|
2021
Q1 | $5.64M | Buy |
25,163
+1,867
| +8% | +$419K | 0.33% | 55 |
|
|
2020
Q4 | $5M | Buy |
23,296
+22,472
| +2,727% | +$4.83M | 0.34% | 53 |
|
|
2020
Q3 | $180K | Sell |
824
-23,297
| -97% | -$5.09M | 0.07% | 259 |
|
|
2020
Q2 | $4.3M | Buy |
24,121
+1,358
| +6% | +$242K | 0.38% | 52 |
|
|
2020
Q1 | $3.76M | Buy |
22,763
+1,710
| +8% | +$283K | 0.4% | 48 |
|
|
2019
Q4 | $4.16M | Buy |
21,053
+6,265
| +42% | +$1.24M | 0.32% | 61 |
|
|
2019
Q3 | $3.18M | Buy |
14,788
+1,693
| +13% | +$363K | 0.33% | 59 |
|
|
2019
Q2 | $2.75M | Buy |
13,095
+1,769
| +16% | +$371K | 0.31% | 61 |
|
|
2019
Q1 | $2.15M | Buy |
11,326
+3,143
| +38% | +$597K | 0.71% | 30 |
|
|
2018
Q4 | $1.46M | Buy |
8,183
+771
| +10% | +$137K | 0.29% | 84 |
|
|
2018
Q3 | $1.19M | Sell |
7,412
-2,883
| -28% | -$464K | 0.22% | 108 |
|
|
2018
Q2 | $1.62M | Sell |
10,295
-1,553
| -13% | -$244K | 0.22% | 100 |
|
|
2018
Q1 | $1.89M | Buy |
11,848
+3,144
| +36% | +$501K | 0.26% | 79 |
|
|
2017
Q4 | $1.5M | Sell |
8,704
-328
| -4% | -$56.7K | 0.23% | 96 |
|
|
2017
Q3 | $1.42M | Buy |
9,032
+1,566
| +21% | +$246K | 0.22% | 101 |
|
|
2017
Q2 | $1.14M | Buy |
7,466
+2,377
| +47% | +$364K | 0.18% | 115 |
|
|
2017
Q1 | $661K | Buy |
5,089
+859
| +20% | +$112K | 0.12% | 150 |
|
|
2016
Q4 | $512K | Buy |
4,230
+134
| +3% | +$16.2K | 0.1% | 176 |
|
|
2016
Q3 | $473K | Sell |
4,096
-290
| -7% | -$33.5K | 0.1% | 189 |
|
|
2016
Q2 | $528K | Buy |
4,386
+970
| +28% | +$117K | 0.11% | 159 |
|
|
2016
Q1 | $429K | Sell |
3,416
-480
| -12% | -$60.3K | 0.1% | 158 |
|
|
2015
Q4 | $460K | Buy |
3,896
+822
| +27% | +$97.1K | 0.1% | 142 |
|
|
2015
Q3 | $303K | Buy |
3,074
+301
| +11% | +$29.7K | 0.08% | 188 |
|
|
2015
Q2 | $264K | Sell |
2,773
-133
| -5% | -$12.7K | 0.06% | 221 |
|
|
2015
Q1 | $283K | Sell |
2,906
-2,158
| -43% | -$210K | 0.06% | 225 |
|
|
2014
Q4 | $475K | Sell |
5,064
-1,924
| -28% | -$180K | 0.12% | 134 |
|
|
2014
Q3 | $634K | Sell |
6,988
-525
| -7% | -$47.6K | 0.17% | 95 |
|
|
2014
Q2 | $757K | Buy |
7,513
+918
| +14% | +$92.5K | 0.2% | 80 |
|
|
2014
Q1 | $607K | Buy |
6,595
+1,669
| +34% | +$154K | 0.19% | 71 |
|
|
2013
Q4 | $478K | Sell |
4,926
-2,192
| -31% | -$213K | 0.16% | 101 |
|
|
2013
Q3 | $684K | Buy |
7,118
+350
| +5% | +$33.6K | 0.26% | 82 |
|
|
2013
Q2 | $676K | Buy |
+6,768
| New | +$676K | 0.31% | 81 |
|