PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $203K | Hold |
782
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $230K | Buy |
782
+9
| +1% | +$2.65K | 0.08% | 70 |
|
|
2023
Q1 | $229K | Buy |
+773
| New | +$229K | 0.09% | 97 |
|
|
2022
Q1 | – | Sell |
-753
| Closed | -$202K | – | 122 |
|
|
2021
Q4 | $202K | Buy |
+753
| New | +$202K | 0.09% | 105 |
|
|
2021
Q3 | – | Sell |
-2,610
| Closed | -$603K | – | 211 |
|
|
2021
Q2 | $603K | Buy |
+2,610
| New | +$603K | 0.18% | 139 |
|
|
2019
Q2 | – | Sell |
-792
| Closed | -$151K | – | 416 |
|
|
2019
Q1 | $151K | Sell |
792
-61
| -7% | -$11.6K | 0.14% | 65 |
|
|
2018
Q4 | $151K | Buy |
+853
| New | +$151K | 0.19% | 69 |
|