AOWM
Alpha Omega Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
12,437
-490
| -4% | -$143K | 0.65% | 49 |
|
|
2025
Q1 | $4.04M | Sell |
12,927
-335
| -3% | -$105K | 0.77% | 42 |
|
|
2024
Q4 | $3.84M | Sell |
13,262
-79
| -0.6% | -$22.9K | 0.73% | 43 |
|
|
2024
Q3 | $4.06M | Sell |
13,341
-273
| -2% | -$83.1K | 0.75% | 44 |
|
|
2024
Q2 | $3.47M | Sell |
13,614
-140
| -1% | -$35.7K | 0.66% | 53 |
|
|
2024
Q1 | $3.88M | Sell |
13,754
-280
| -2% | -$78.9K | 0.72% | 46 |
|
|
2023
Q4 | $4.16M | Sell |
14,034
-66
| -0.5% | -$19.6K | 0.69% | 37 |
|
|
2023
Q3 | $3.71M | Sell |
14,100
-374
| -3% | -$98.5K | 0.64% | 39 |
|
|
2023
Q2 | $4.32M | Sell |
14,474
-3,195
| -18% | -$953K | 0.73% | 33 |
|
|
2023
Q1 | $4.94M | Sell |
17,669
-434
| -2% | -$121K | 0.85% | 27 |
|
|
2022
Q4 | $4.77M | Sell |
18,103
-550
| -3% | -$145K | 0.85% | 30 |
|
|
2022
Q3 | $4.3M | Sell |
18,653
-688
| -4% | -$159K | 0.82% | 30 |
|
|
2022
Q2 | $4.78M | Sell |
19,341
-108
| -0.6% | -$26.7K | 0.85% | 28 |
|
|
2022
Q1 | $4.81M | Buy |
19,449
+108
| +0.6% | +$26.7K | 0.76% | 36 |
|
|
2021
Q4 | $5.06M | Sell |
19,341
-132
| -0.7% | -$34.5K | 0.78% | 31 |
|
|
2021
Q3 | $4.7M | Sell |
19,473
-262
| -1% | -$63.2K | 0.77% | 30 |
|
|
2021
Q2 | $4.56M | Sell |
19,735
-239
| -1% | -$55.2K | 0.75% | 35 |
|
|
2021
Q1 | $4.48M | Buy |
19,974
+679
| +4% | +$152K | 0.78% | 36 |
|
|
2020
Q4 | $4.14M | Buy |
19,295
+183
| +1% | +$39.3K | 0.7% | 33 |
|
|
2020
Q3 | $4.2M | Sell |
19,112
-661
| -3% | -$145K | 0.59% | 23 |
|
|
2020
Q2 | $3.65M | Sell |
19,773
-366
| -2% | -$67.5K | 0.55% | 29 |
|
|
2020
Q1 | $3.33M | Buy |
20,139
+246
| +1% | +$40.7K | 0.61% | 28 |
|
|
2019
Q4 | $3.93M | Buy |
19,893
+344
| +2% | +$68K | 0.63% | 32 |
|
|
2019
Q3 | $3.79M | Sell |
19,549
-1,058
| -5% | -$205K | 0.61% | 33 |
|
|
2019
Q2 | $4.28M | Sell |
20,607
-145
| -0.7% | -$30.1K | 1.82% | 10 |
|
|
2019
Q1 | $3.94M | Sell |
20,752
-1,088
| -5% | -$207K | 1.77% | 12 |
|
|
2018
Q4 | $3.88M | Sell |
21,840
-2,057
| -9% | -$365K | 1.95% | 9 |
|
|
2018
Q3 | $4M | Buy |
23,897
+166
| +0.7% | +$27.8K | 1.79% | 16 |
|
|
2018
Q2 | $3.72M | Buy |
23,731
+181
| +0.8% | +$28.4K | 1.82% | 17 |
|
|
2018
Q1 | $3.68M | Buy |
23,550
+28
| +0.1% | +$4.38K | 1.85% | 12 |
|
|
2017
Q4 | $4.05M | Buy |
23,522
+451
| +2% | +$77.6K | 1.98% | 9 |
|
|
2017
Q3 | $3.62M | Sell |
23,071
-711
| -3% | -$111K | 1.8% | 12 |
|
|
2017
Q2 | $3.64M | Sell |
23,782
-1,647
| -6% | -$252K | 1.87% | 10 |
|
|
2017
Q1 | $3.3M | Sell |
25,429
-1,168
| -4% | -$151K | 1.76% | 13 |
|
|
2016
Q4 | $3.24M | Buy |
26,597
+614
| +2% | +$74.7K | 1.71% | 13 |
|
|
2016
Q3 | $3M | Buy |
25,983
+228
| +0.9% | +$26.3K | 2.38% | 10 |
|
|
2016
Q2 | $3.1M | Sell |
25,755
-82
| -0.3% | -$9.87K | 2.62% | 7 |
|
|
2016
Q1 | $3.25M | Sell |
25,837
-1,899
| -7% | -$239K | 2.71% | 4 |
|
|
2015
Q4 | $3.28M | Buy |
+27,736
| New | +$3.28M | 2.87% | 3 |
|