WESPAC Advisors SoCal’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.55M | Buy |
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|
2023
Q4 | $6.84M | Buy |
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|
2023
Q3 | $5.98M | Sell |
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|
2023
Q2 | $6.82M | Sell |
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|
2023
Q1 | $6.39M | Buy |
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|
2022
Q4 | $6M | Buy |
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|
2022
Q3 | $6.1M | Sell |
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|
2022
Q2 | $5.57M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $96K | Hold |
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|
2018
Q4 | $90K | Hold |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $27K | Buy |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $4.41K | Hold |
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|
2016
Q4 | $4.14K | Hold |
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|
2016
Q3 | $3.92K | Hold |
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|
2016
Q2 | $4.09K | Sell |
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|
2016
Q1 | $10.6K | Buy |
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|
2015
Q4 | $4K | Buy |
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