QPW
Quantum Private Wealth’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,200
| Closed | -$348K | – | 177 |
|
2024
Q4 | $348K | Buy |
+1,200
| New | +$348K | 0.11% | 138 |
|
2023
Q4 | – | Sell |
-1,814
| Closed | -$478K | – | 184 |
|
2023
Q3 | $478K | Hold |
1,814
| – | – | 0.23% | 94 |
|
2023
Q2 | $541K | Buy |
1,814
+1,014
| +127% | +$303K | 0.25% | 90 |
|
2023
Q1 | $224K | Hold |
800
| – | – | 0.12% | 166 |
|
2022
Q4 | $211K | Buy |
+800
| New | +$211K | 0.13% | 161 |
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$296K | – | 190 |
|
2022
Q2 | $296K | Hold |
1,200
| – | – | 0.17% | 126 |
|
2022
Q1 | $296K | Hold |
1,200
| – | – | 0.13% | 145 |
|
2021
Q4 | $321K | Buy |
+1,200
| New | +$321K | 0.12% | 150 |
|