WAS
WESPAC Advisors SoCal’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,233
| Closed | -$6.55M | – | 97 |
|
|
2024
Q1 | $6.55M | Buy |
23,233
+161
| +0.7% | +$45.4K | 1.71% | 21 |
|
|
2023
Q4 | $6.84M | Buy |
23,072
+355
| +2% | +$105K | 1.99% | 19 |
|
|
2023
Q3 | $5.98M | Sell |
22,717
-128
| -0.6% | -$33.7K | 2.02% | 17 |
|
|
2023
Q2 | $6.82M | Sell |
22,845
-19
| -0.1% | -$5.67K | 2.33% | 14 |
|
|
2023
Q1 | $6.39M | Buy |
22,864
+95
| +0.4% | +$26.6K | 2.21% | 17 |
|
|
2022
Q4 | $6M | Buy |
22,769
+388
| +2% | +$102K | 2.23% | 18 |
|
|
2022
Q3 | $6.1M | Sell |
22,381
-192
| -0.9% | -$52.3K | 2.55% | 16 |
|
|
2022
Q2 | $5.57M | Buy |
+22,573
| New | +$5.57M | 2.13% | 21 |
|
|
2019
Q2 | – | Sell |
-510
| Closed | -$96K | – | 204 |
|
|
2019
Q1 | $96K | Hold |
510
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $90K | Hold |
510
| – | – | 0.06% | 99 |
|
|
2018
Q3 | $85K | Buy |
+510
| New | +$85K | 0.04% | 111 |
|
|
2018
Q2 | – | Sell |
-160
| Closed | -$25K | – | 181 |
|
|
2018
Q1 | $25K | Hold |
160
| – | – | 0.01% | 148 |
|
|
2017
Q4 | $27K | Buy |
160
+126
| +371% | +$21.3K | 0.02% | 142 |
|
|
2017
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 226 |
|
|
2017
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 210 |
|
|
2017
Q1 | $4.41K | Hold |
34
| – | – | ﹤0.01% | 218 |
|
|
2016
Q4 | $4.14K | Hold |
34
| – | – | ﹤0.01% | 220 |
|
|
2016
Q3 | $3.92K | Hold |
34
| – | – | ﹤0.01% | 229 |
|
|
2016
Q2 | $4.09K | Sell |
34
-50
| -60% | -$6.02K | ﹤0.01% | 243 |
|
|
2016
Q1 | $10.6K | Buy |
84
+50
| +147% | +$6.28K | 0.01% | 204 |
|
|
2015
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 224 |
|