Providence Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $43K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $751K | Sell |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $724K | Sell |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $643K | Hold |
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|
2020
Q2 | $540K | Sell |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $776K | Sell |
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|
2019
Q3 | $889K | Buy |
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|
2019
Q2 | $760K | Buy |
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|
2019
Q1 | $690K | Buy |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $611K | Hold |
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|
2018
Q2 | $572K | Hold |
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|
2018
Q1 | $576K | Buy |
|