Oak Family Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-751
| Closed | -$212K | – | 127 |
|
|
2024
Q1 | $212K | Sell |
751
-120
| -14% | -$33.8K | 0.08% | 110 |
|
|
2023
Q4 | $258K | Hold |
871
| – | – | 0.11% | 101 |
|
|
2023
Q3 | $229K | Sell |
871
-200
| -19% | -$52.7K | 0.11% | 97 |
|
|
2023
Q2 | $320K | Hold |
1,071
| – | – | 0.15% | 89 |
|
|
2023
Q1 | $299K | Sell |
1,071
-60
| -5% | -$16.8K | 0.15% | 91 |
|
|
2022
Q4 | $298K | Hold |
1,131
| – | – | 0.16% | 92 |
|
|
2022
Q3 | $261K | Buy |
+1,131
| New | +$261K | 0.14% | 93 |
|