BOPW
Brandywine Oak Private Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
7,548
-101
| -1% | -$29.5K | 0.2% | 61 |
|
|
2025
Q1 | $2.39M | Sell |
7,649
-511
| -6% | -$160K | 0.23% | 55 |
|
|
2024
Q4 | $2.37M | Sell |
8,160
-105
| -1% | -$30.4K | 0.23% | 54 |
|
|
2024
Q3 | $2.52M | Sell |
8,265
-49
| -0.6% | -$14.9K | 0.24% | 57 |
|
|
2024
Q2 | $2.12M | Sell |
8,314
-357
| -4% | -$91K | 0.22% | 61 |
|
|
2024
Q1 | $2.44M | Sell |
8,671
-131
| -1% | -$36.9K | 0.25% | 55 |
|
|
2023
Q4 | $2.61M | Sell |
8,802
-33
| -0.4% | -$9.79K | 0.29% | 49 |
|
|
2023
Q3 | $2.33M | Sell |
8,835
-76
| -0.9% | -$20K | 0.27% | 52 |
|
|
2023
Q2 | $2.66M | Sell |
8,911
-258
| -3% | -$77K | 0.3% | 50 |
|
|
2023
Q1 | $2.56M | Sell |
9,169
-227
| -2% | -$63.5K | 0.3% | 49 |
|
|
2022
Q4 | $2.48M | Sell |
9,396
-418
| -4% | -$110K | 0.31% | 52 |
|
|
2022
Q3 | $2.26M | Sell |
9,814
-95
| -1% | -$21.9K | 0.31% | 51 |
|
|
2022
Q2 | $2.45M | Hold |
9,909
| – | – | 0.31% | 47 |
|
|
2022
Q1 | $2.45M | Sell |
9,909
-1,524
| -13% | -$377K | 0.28% | 65 |
|
|
2021
Q4 | $3.06M | Sell |
11,433
-182
| -2% | -$48.8K | 0.33% | 50 |
|
|
2021
Q3 | $2.8M | Sell |
11,615
-138
| -1% | -$33.3K | 0.33% | 53 |
|
|
2021
Q2 | $2.71M | Buy |
11,753
+1,609
| +16% | +$372K | 0.32% | 55 |
|
|
2021
Q1 | $2.27M | Buy |
10,144
+45
| +0.4% | +$10.1K | 0.33% | 49 |
|
|
2020
Q4 | $2.17M | Buy |
10,099
+129
| +1% | +$27.7K | 0.33% | 54 |
|
|
2020
Q3 | $2.19M | Sell |
9,970
-101
| -1% | -$22.2K | 0.37% | 46 |
|
|
2020
Q2 | $1.86M | Buy |
10,071
+54
| +0.5% | +$9.96K | 0.33% | 50 |
|
|
2020
Q1 | $1.66M | Sell |
10,017
-560
| -5% | -$92.6K | 0.34% | 49 |
|
|
2019
Q4 | $2.09M | Sell |
10,577
-173
| -2% | -$34.2K | 0.38% | 41 |
|
|
2019
Q3 | $2.31M | Sell |
10,750
-185
| -2% | -$39.7K | 0.44% | 38 |
|
|
2019
Q2 | $2.27M | Buy |
10,935
+37
| +0.3% | +$7.68K | 0.45% | 40 |
|
|
2019
Q1 | $2.07M | Sell |
10,898
-45
| -0.4% | -$8.54K | 0.43% | 40 |
|
|
2018
Q4 | $1.94M | Buy |
+10,943
| New | +$1.94M | 0.44% | 40 |
|