WPA
West Paces Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,514
-173
| -4% | -$50.5K | 0.28% | 44 |
|
|
2025
Q1 | $1.46M | Sell |
4,687
-50
| -1% | -$15.6K | 0.33% | 41 |
|
|
2024
Q4 | $1.37M | Sell |
4,737
-39
| -0.8% | -$11.3K | 0.34% | 39 |
|
|
2024
Q3 | $1.45M | Sell |
4,776
-101
| -2% | -$30.8K | 0.36% | 39 |
|
|
2024
Q2 | $1.24M | Buy |
4,877
+105
| +2% | +$26.8K | 0.32% | 41 |
|
|
2024
Q1 | $1.35M | Sell |
4,772
-79
| -2% | -$22.3K | 0.35% | 37 |
|
|
2023
Q4 | $1.44M | Buy |
4,851
+79
| +2% | +$23.4K | 0.4% | 35 |
|
|
2023
Q3 | $1.26M | Buy |
4,772
+57
| +1% | +$15K | 0.39% | 36 |
|
|
2023
Q2 | $1.41M | Buy |
4,715
+77
| +2% | +$23K | 0.41% | 35 |
|
|
2023
Q1 | $1.3M | Sell |
4,638
-38
| -0.8% | -$10.6K | 0.4% | 37 |
|
|
2022
Q4 | $1.23M | Sell |
4,676
-154
| -3% | -$40.6K | 0.39% | 38 |
|
|
2022
Q3 | $1.11M | Sell |
4,830
-38
| -0.8% | -$8.77K | 0.4% | 38 |
|
|
2022
Q2 | $1.2M | Buy |
4,868
+104
| +2% | +$25.7K | 0.41% | 37 |
|
|
2022
Q1 | $1.18M | Buy |
4,764
+189
| +4% | +$46.7K | 0.37% | 43 |
|
|
2021
Q4 | $1.23M | Buy |
4,575
+58
| +1% | +$15.5K | 0.38% | 39 |
|
|
2021
Q3 | $1.09M | Sell |
4,517
-60
| -1% | -$14.5K | 0.38% | 42 |
|
|
2021
Q2 | $1.06M | Sell |
4,577
-300
| -6% | -$69.3K | 0.39% | 43 |
|
|
2021
Q1 | $1.09M | Sell |
4,877
-86
| -2% | -$19.3K | 0.44% | 38 |
|
|
2020
Q4 | $1.07M | Sell |
4,963
-497
| -9% | -$107K | 0.47% | 38 |
|
|
2020
Q3 | $1.2M | Sell |
5,460
-305
| -5% | -$66.9K | 0.61% | 27 |
|
|
2020
Q2 | $1.06M | Sell |
5,765
-992
| -15% | -$183K | 0.58% | 32 |
|
|
2020
Q1 | $1.12M | Sell |
6,757
-1,332
| -16% | -$220K | 0.71% | 26 |
|
|
2019
Q4 | $1.6M | Sell |
8,089
-164
| -2% | -$32.4K | 0.87% | 17 |
|
|
2019
Q3 | $1.77M | Buy |
8,253
+42
| +0.5% | +$9.02K | 1.06% | 16 |
|
|
2019
Q2 | $1.71M | Sell |
8,211
-197
| -2% | -$40.9K | 1.06% | 17 |
|
|
2019
Q1 | $1.6M | Sell |
8,408
-2
| -0% | -$380 | 1.12% | 15 |
|
|
2018
Q4 | $1.49M | Buy |
8,410
+1,635
| +24% | +$290K | 1.15% | 16 |
|
|
2018
Q3 | $1.13M | Sell |
6,775
-162
| -2% | -$27.1K | 0.82% | 22 |
|
|
2018
Q2 | $1.09M | Buy |
6,937
+2,800
| +68% | +$439K | 0.81% | 23 |
|
|
2018
Q1 | $647K | Buy |
4,137
+1,668
| +68% | +$261K | 0.48% | 48 |
|
|
2017
Q4 | $425K | Hold |
2,469
| – | – | 0.31% | 73 |
|
|
2017
Q3 | $387K | Hold |
2,469
| – | – | 0.29% | 76 |
|
|
2017
Q2 | $378K | Hold |
2,469
| – | – | 0.3% | 78 |
|
|
2017
Q1 | $320K | Sell |
2,469
-274
| -10% | -$35.5K | 0.26% | 81 |
|
|
2016
Q4 | $334K | Buy |
+2,743
| New | +$334K | 0.31% | 77 |
|