QPWM
Quadrant Private Wealth Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $515K | Buy |
1,763
+72
| +4% | +$21K | 0.11% | 150 |
|
2025
Q1 | $528K | Sell |
1,691
-117
| -6% | -$36.5K | 0.13% | 133 |
|
2024
Q4 | $524K | Buy |
1,808
+182
| +11% | +$52.8K | 0.13% | 141 |
|
2024
Q3 | $495K | Sell |
1,626
-79
| -5% | -$24.1K | 0.12% | 144 |
|
2024
Q2 | $434K | Buy |
1,705
+294
| +21% | +$74.9K | 0.1% | 157 |
|
2024
Q1 | $398K | Sell |
1,411
-77
| -5% | -$21.7K | 0.1% | 156 |
|
2023
Q4 | $441K | Buy |
1,488
+31
| +2% | +$9.19K | 0.12% | 140 |
|
2023
Q3 | $384K | Sell |
1,457
-260
| -15% | -$68.5K | 0.13% | 137 |
|
2023
Q2 | $512K | Buy |
1,717
+101
| +6% | +$30.1K | 0.15% | 126 |
|
2023
Q1 | $452K | Buy |
1,616
+43
| +3% | +$12K | 0.14% | 135 |
|
2022
Q4 | $415K | Buy |
+1,573
| New | +$415K | 0.14% | 135 |
|
2022
Q2 | $356K | Buy |
1,443
+129
| +10% | +$31.8K | 0.15% | 131 |
|
2022
Q1 | $325K | Sell |
1,314
-144
| -10% | -$35.6K | 0.12% | 152 |
|
2021
Q4 | $391K | Hold |
1,458
| – | – | 0.15% | 142 |
|
2021
Q3 | $352K | Sell |
1,458
-56
| -4% | -$13.5K | 0.15% | 142 |
|
2021
Q2 | $350K | Sell |
1,514
-4
| -0.3% | -$925 | 0.14% | 142 |
|
2021
Q1 | $340K | Sell |
1,518
-321
| -17% | -$71.9K | 0.15% | 139 |
|
2020
Q4 | $395K | Buy |
1,839
+10
| +0.5% | +$2.15K | 0.18% | 119 |
|
2020
Q3 | $401K | Sell |
1,829
-143
| -7% | -$31.4K | 0.2% | 105 |
|
2020
Q2 | $364K | Buy |
1,972
+105
| +6% | +$19.4K | 0.21% | 109 |
|
2020
Q1 | $309K | Buy |
+1,867
| New | +$309K | 0.26% | 90 |
|