Oak Harbor Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4M | Buy |
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|
2025
Q2 | $3.79M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.37M | Buy |
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|
2024
Q2 | $2.78M | Hold |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $3.26M | Hold |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $3.3M | Hold |
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|
2023
Q1 | $3.09M | Sell |
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|
2022
Q4 | $3.3M | Hold |
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|
2022
Q3 | $2.89M | Hold |
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|
2022
Q2 | $3.09M | Hold |
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|
2022
Q1 | $3.1M | Hold |
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|
2021
Q4 | $3.36M | Buy |
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