Provence Wealth Management Group’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$425K Sell
1,432
-66
-4% -$19.6K 0.23% 91
2023
Q3
$395K Buy
1,498
+69
+5% +$18.2K 0.24% 83
2023
Q2
$426K Buy
1,429
+192
+16% +$57.3K 0.25% 76
2023
Q1
$346K Buy
1,237
+283
+30% +$79.1K 0.23% 90
2022
Q4
$251K Buy
+954
New +$251K 0.21% 97