PWA
Providence Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
1,159
-90
| -7% | -$27.6K | 0.24% | 60 |
|
|
2025
Q1 | $391K | Buy |
1,249
+5
| +0.4% | +$1.57K | 0.3% | 61 |
|
|
2024
Q4 | $366K | Hold |
1,244
| – | – | 0.28% | 59 |
|
|
2024
Q3 | $373K | Sell |
1,244
-248
| -17% | -$74.4K | 0.28% | 57 |
|
|
2024
Q2 | $375K | Hold |
1,492
| – | – | 0.3% | 58 |
|
|
2024
Q1 | $415K | Sell |
1,492
-39,508
| -96% | -$11M | 0.35% | 56 |
|
|
2023
Q4 | $43.1K | Buy |
41,000
+39,508
| +2,648% | +$41.5K | 0.04% | 77 |
|
|
2023
Q3 | $385K | Hold |
1,492
| – | – | 0.43% | 54 |
|
|
2023
Q2 | $443K | Hold |
1,492
| – | – | 0.49% | 52 |
|
|
2023
Q1 | $434K | Buy |
1,492
+35
| +2% | +$10.2K | 0.32% | 68 |
|
|
2022
Q4 | $382K | Buy |
1,457
+10
| +0.7% | +$2.62K | 0.28% | 70 |
|
|
2022
Q3 | $404K | Sell |
1,447
-1,160
| -44% | -$324K | 0.3% | 67 |
|
|
2022
Q2 | $651K | Sell |
2,607
-233
| -8% | -$58.2K | 0.47% | 63 |
|
|
2022
Q1 | $708K | Hold |
2,840
| – | – | 0.46% | 63 |
|
|
2021
Q4 | $751K | Sell |
2,840
-164
| -5% | -$43.4K | 0.47% | 59 |
|
|
2021
Q3 | $727K | Sell |
3,004
-100
| -3% | -$24.2K | 0.51% | 57 |
|
|
2021
Q2 | $724K | Sell |
3,104
-250
| -7% | -$58.3K | 0.49% | 60 |
|
|
2021
Q1 | $752K | Buy |
3,354
+26
| +0.8% | +$5.83K | 0.55% | 53 |
|
|
2020
Q4 | $704K | Buy |
3,328
+398
| +14% | +$84.2K | 0.58% | 52 |
|
|
2020
Q3 | $643K | Hold |
2,930
| – | – | 0.64% | 50 |
|
|
2020
Q2 | $540K | Sell |
2,930
-150
| -5% | -$27.6K | 0.55% | 56 |
|
|
2020
Q1 | $493K | Sell |
3,080
-860
| -22% | -$138K | 0.59% | 51 |
|
|
2019
Q4 | $776K | Sell |
3,940
-200
| -5% | -$39.4K | 0.71% | 51 |
|
|
2019
Q3 | $889K | Buy |
4,140
+475
| +13% | +$102K | 0.79% | 45 |
|
|
2019
Q2 | $760K | Buy |
3,665
+35
| +1% | +$7.26K | 0.71% | 51 |
|
|
2019
Q1 | $690K | Buy |
3,630
+4
| +0.1% | +$760 | 0.65% | 53 |
|
|
2018
Q4 | $637K | Sell |
3,626
-27
| -0.7% | -$4.74K | 0.71% | 51 |
|
|
2018
Q3 | $611K | Hold |
3,653
| – | – | 0.56% | 58 |
|
|
2018
Q2 | $572K | Hold |
3,653
| – | – | 0.56% | 59 |
|
|
2018
Q1 | $576K | Buy |
+3,653
| New | +$576K | 0.85% | 46 |
|