WPA
Winning Points Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $839K | Buy |
+3,160
| New | +$839K | 1.42% | 12 |
|
|
2024
Q1 | $999K | Hold |
3,370
| – | – | 1.54% | 12 |
|
|
2023
Q4 | $999K | Buy |
3,370
+210
| +7% | +$62.3K | 1.54% | 12 |
|
|
2023
Q3 | $839K | Sell |
3,160
-210
| -6% | -$55.8K | 1.49% | 12 |
|
|
2023
Q2 | $999K | Sell |
3,370
-1,002
| -23% | -$297K | 1.54% | 12 |
|
|
2023
Q1 | $1.22M | Sell |
4,372
-50
| -1% | -$14K | 1.35% | 15 |
|
|
2022
Q4 | $1.17M | Sell |
4,422
-100
| -2% | -$26.3K | 1.48% | 18 |
|
|
2022
Q3 | $1.07M | Sell |
4,522
-4,100
| -48% | -$971K | 1.31% | 17 |
|
|
2022
Q2 | $2.13M | Sell |
8,622
-5,800
| -40% | -$1.43M | 2.34% | 12 |
|
|
2022
Q1 | $3.57M | Sell |
14,422
-2,560
| -15% | -$634K | 2.77% | 9 |
|
|
2021
Q4 | $3.53M | Buy |
16,982
+2,220
| +15% | +$461K | 2.56% | 13 |
|
|
2021
Q3 | $3.56M | Buy |
14,762
+150
| +1% | +$36.2K | 2.61% | 9 |
|
|
2021
Q2 | $3.38M | Sell |
14,612
-1,304
| -8% | -$302K | 2.53% | 10 |
|
|
2021
Q1 | $3.57M | Buy |
15,916
+134
| +0.8% | +$30K | 2.67% | 10 |
|
|
2020
Q4 | $3.39M | Sell |
15,782
-541
| -3% | -$116K | 2.72% | 10 |
|
|
2020
Q3 | $3.58M | Sell |
16,323
-59
| -0.4% | -$12.9K | 3.05% | 9 |
|
|
2020
Q2 | $3.03M | Sell |
16,382
-800
| -5% | -$148K | 2.89% | 11 |
|
|
2020
Q1 | $2.84M | Buy |
17,182
+200
| +1% | +$33.1K | 2.77% | 11 |
|
|
2019
Q4 | $3.36M | Hold |
16,982
| – | – | 2.14% | 15 |
|
|
2019
Q3 | $3.62M | Hold |
16,982
| – | – | 2.61% | 12 |
|
|
2019
Q2 | $3.53M | Hold |
16,982
| – | – | 2.56% | 13 |
|
|
2019
Q1 | $3.22M | Hold |
16,982
| – | – | 2.49% | 13 |
|
|
2018
Q4 | $2.99M | Buy |
16,982
+432
| +3% | +$76K | 2.56% | 12 |
|
|
2018
Q3 | $2.77M | Sell |
16,550
-632
| -4% | -$106K | 2.04% | 15 |
|
|
2018
Q2 | $2.69M | Hold |
17,182
| – | – | 2.15% | 14 |
|
|
2018
Q1 | $2.71M | Hold |
17,182
| – | – | 2.21% | 14 |
|
|
2017
Q4 | $2.96M | Sell |
17,182
-35
| -0.2% | -$6.03K | 2.41% | 14 |
|
|
2017
Q3 | $2.7M | Buy |
17,217
+1,000
| +6% | +$157K | 2.32% | 14 |
|
|
2017
Q2 | $2.47M | Sell |
16,217
-750
| -4% | -$114K | 2.42% | 13 |
|
|
2017
Q1 | $2.2M | Sell |
16,967
-12
| -0.1% | -$1.55K | 2.15% | 14 |
|
|
2016
Q4 | $2.07M | Buy |
+16,979
| New | +$2.07M | 2.26% | 14 |
|