OHWA
Oak Hill Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Hold |
3,095
| – | – | 0.19% | 64 |
|
|
2025
Q1 | $967K | Hold |
3,095
| – | – | 0.22% | 56 |
|
|
2024
Q4 | $897K | Buy |
+3,095
| New | +$897K | 0.21% | 54 |
|
|
2024
Q3 | – | Sell |
-2,250
| Closed | -$573K | – | 66 |
|
|
2024
Q2 | $573K | Buy |
+2,250
| New | +$573K | 0.17% | 56 |
|
|
2024
Q1 | – | Sell |
-2,470
| Closed | -$732K | – | 58 |
|
|
2023
Q4 | $732K | Hold |
2,470
| – | – | 0.25% | 46 |
|
|
2023
Q3 | $651K | Buy |
2,470
+235
| +11% | +$61.9K | 0.25% | 48 |
|
|
2023
Q2 | $667K | Sell |
2,235
-945
| -30% | -$282K | 0.25% | 52 |
|
|
2023
Q1 | $889K | Buy |
3,180
+945
| +42% | +$264K | 0.35% | 40 |
|
|
2022
Q4 | $589K | Buy |
+2,235
| New | +$589K | 0.24% | 58 |
|