Provident Wealth Management’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 | $288K | Sell |
985
-20
| -2% | -$5.84K | 0.09% | 64 |
|
|
2025
Q1 | $314K | Buy |
1,005
+20
| +2% | +$6.25K | 0.11% | 57 |
|
|
2024
Q4 | $286K | Buy |
985
+20
| +2% | +$5.8K | 0.1% | 62 |
|
|
2024
Q3 | $294K | Hold |
965
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $246K | Sell |
965
-32
| -3% | -$8.16K | 0.09% | 68 |
|
|
2024
Q1 | $281K | Buy |
997
+32
| +3% | +$9.02K | 0.11% | 56 |
|
|
2023
Q4 | $286K | Hold |
965
| – | – | 0.13% | 52 |
|
|
2023
Q3 | $254K | Hold |
965
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $288K | Sell |
965
-2
| -0.2% | -$597 | 0.14% | 50 |
|
|
2023
Q1 | $270K | Buy |
967
+75
| +8% | +$21K | 0.14% | 50 |
|
|
2022
Q4 | $235K | Sell |
892
-2
| -0.2% | -$527 | 0.14% | 51 |
|
|
2022
Q3 | $206K | Hold |
894
| – | – | 0.12% | 54 |
|
|
2022
Q2 | $221K | Sell |
894
-12
| -1% | -$2.97K | 0.14% | 54 |
|
|
2022
Q1 | $224K | Buy |
906
+29
| +3% | +$7.17K | 0.14% | 60 |
|
|
2021
Q4 | $235K | Hold |
877
| – | – | 0.15% | 49 |
|
|
2021
Q3 | $211K | Hold |
877
| – | – | 0.16% | 50 |
|
|
2021
Q2 | $203K | Buy |
+877
| New | +$203K | 0.17% | 52 |
|
|
2020
Q4 | – | Sell |
-877
| Closed | -$192K | – | 178 |
|
|
2020
Q3 | $192K | Sell |
877
-346
| -28% | -$75.7K | 0.22% | 44 |
|
|
2020
Q2 | $226K | Sell |
1,223
-36
| -3% | -$6.65K | 0.25% | 37 |
|
|
2020
Q1 | $208K | Sell |
1,259
-81
| -6% | -$13.4K | 0.25% | 42 |
|
|
2019
Q4 | $265K | Buy |
+1,340
| New | +$265K | 0.24% | 41 |
|