RPWA
Regent Peak Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.43M | Sell |
4,585
-858
| -16% | -$268K | 0.34% | 41 |
|
|
2024
Q4 | $1.58M | Sell |
5,443
-4,929
| -48% | -$1.43M | 0.35% | 34 |
|
|
2024
Q3 | $3.16M | Sell |
10,372
-948
| -8% | -$289K | 0.73% | 26 |
|
|
2024
Q2 | $2.88M | Buy |
11,320
+433
| +4% | +$110K | 0.66% | 31 |
|
|
2024
Q1 | $3.07M | Sell |
10,887
-1,344
| -11% | -$379K | 0.78% | 28 |
|
|
2023
Q4 | $3.63M | Buy |
12,231
+1,691
| +16% | +$501K | 0.98% | 21 |
|
|
2023
Q3 | $2.78M | Sell |
10,540
-11
| -0.1% | -$2.9K | 0.85% | 23 |
|
|
2023
Q2 | $3.15M | Sell |
10,551
-1,067
| -9% | -$318K | 0.92% | 24 |
|
|
2023
Q1 | $3.25M | Buy |
11,618
+242
| +2% | +$67.7K | 1.01% | 20 |
|
|
2022
Q4 | $3M | Buy |
11,376
+442
| +4% | +$116K | 0.98% | 21 |
|
|
2022
Q3 | $2.52M | Buy |
10,934
+121
| +1% | +$27.9K | 0.89% | 24 |
|
|
2022
Q2 | $2.67M | Buy |
10,813
+35
| +0.3% | +$8.64K | 0.87% | 25 |
|
|
2022
Q1 | $2.67M | Buy |
10,778
+562
| +6% | +$139K | 0.76% | 24 |
|
|
2021
Q4 | $2.74M | Sell |
10,216
-715
| -7% | -$192K | 0.74% | 25 |
|
|
2021
Q3 | $2.64M | Buy |
10,931
+175
| +2% | +$42.2K | 0.76% | 23 |
|
|
2021
Q2 | $2.61M | Buy |
10,756
+1,277
| +13% | +$310K | 0.73% | 25 |
|
|
2021
Q1 | $2.12M | Buy |
9,479
+1,257
| +15% | +$282K | 0.7% | 29 |
|
|
2020
Q4 | $1.76M | Buy |
8,222
+151
| +2% | +$32.4K | 0.59% | 33 |
|
|
2020
Q3 | $1.77M | Buy |
8,071
+328
| +4% | +$72K | 0.75% | 27 |
|
|
2020
Q2 | $1.43M | Sell |
7,743
-155
| -2% | -$28.6K | 0.65% | 34 |
|
|
2020
Q1 | $1.31M | Sell |
7,898
-832
| -10% | -$138K | 0.73% | 28 |
|
|
2019
Q4 | $1.73M | Buy |
+8,730
| New | +$1.73M | 0.79% | 22 |
|