SPA
Sentinel Pension Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
1,857
| – | – | 0.09% | 72 |
|
|
2025
Q1 | $580K | Buy |
1,857
+6
| +0.3% | +$1.87K | 0.11% | 69 |
|
|
2024
Q4 | $537K | Buy |
1,851
+163
| +10% | +$47.3K | 0.1% | 70 |
|
|
2024
Q3 | $514K | Hold |
1,688
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $430K | Hold |
1,688
| – | – | 0.09% | 76 |
|
|
2024
Q1 | $476K | Hold |
1,688
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $501K | Hold |
1,688
| – | – | 0.12% | 63 |
|
|
2023
Q3 | $445K | Buy |
+1,688
| New | +$445K | 0.11% | 66 |
|
|
2022
Q1 | – | Sell |
-893
| Closed | -$239K | – | 99 |
|
|
2021
Q4 | $239K | Buy |
+893
| New | +$239K | 0.08% | 87 |
|