Provenance Wealth Advisors’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 | $36.5K | Sell |
125
-576
| -82% | -$168K | 0.01% | 226 |
|
|
2025
Q1 | $219K | Sell |
701
-1,984
| -74% | -$620K | 0.03% | 127 |
|
|
2024
Q4 | $778K | Buy |
2,685
+2,560
| +2,048% | +$742K | 0.1% | 59 |
|
|
2024
Q3 | $38.1K | Buy |
+125
| New | +$38.1K | ﹤0.01% | 251 |
|
|
2024
Q2 | – | Sell |
-25
| Closed | -$7.05K | – | 539 |
|
|
2024
Q1 | $7.05K | Sell |
25
-50
| -67% | -$14.1K | ﹤0.01% | 339 |
|
|
2023
Q4 | $22.2K | Hold |
75
| – | – | ﹤0.01% | 257 |
|
|
2023
Q3 | $19.8K | Buy |
+75
| New | +$19.8K | ﹤0.01% | 218 |
|