Oak Harbor Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
12,955
+570
| +5% | +$167K | 1.02% | 26 |
|
|
2025
Q1 | $3.87M | Buy |
12,385
+1,462
| +13% | +$457K | 1.11% | 23 |
|
|
2024
Q4 | $3.17M | Sell |
10,923
-156
| -1% | -$45.2K | 0.92% | 29 |
|
|
2024
Q3 | $3.37M | Buy |
11,079
+156
| +1% | +$47.5K | 0.96% | 27 |
|
|
2024
Q2 | $2.78M | Hold |
10,923
| – | – | 0.88% | 32 |
|
|
2024
Q1 | $3.08M | Sell |
10,923
-71
| -0.6% | -$20K | 0.96% | 30 |
|
|
2023
Q4 | $3.26M | Hold |
10,994
| – | – | 1.09% | 24 |
|
|
2023
Q3 | $2.9M | Sell |
10,994
-71
| -0.6% | -$18.7K | 1.03% | 22 |
|
|
2023
Q2 | $3.3M | Hold |
11,065
| – | – | 1.13% | 21 |
|
|
2023
Q1 | $3.09M | Sell |
11,065
-1,455
| -12% | -$407K | 1.13% | 22 |
|
|
2022
Q4 | $3.3M | Hold |
12,520
| – | – | 1.26% | 23 |
|
|
2022
Q3 | $2.89M | Hold |
12,520
| – | – | 1.13% | 24 |
|
|
2022
Q2 | $3.09M | Hold |
12,520
| – | – | 1.23% | 25 |
|
|
2022
Q1 | $3.1M | Hold |
12,520
| – | – | 1.02% | 29 |
|
|
2021
Q4 | $3.36M | Buy |
+12,520
| New | +$3.36M | 1.15% | 25 |
|