OTL
Oak Thistle LLC’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
+11,766
| New | +$3.44M | 0.51% | 34 |
|
|
2025
Q1 | – | Sell |
-4,032
| Closed | -$1.17M | – | 505 |
|
|
2024
Q4 | $1.17M | Buy |
+4,032
| New | +$1.17M | 0.35% | 99 |
|
|
2024
Q3 | – | Sell |
-2,948
| Closed | -$751K | – | 480 |
|
|
2024
Q2 | $751K | Sell |
2,948
-133
| -4% | -$33.9K | 0.56% | 42 |
|
|
2024
Q1 | $869K | Buy |
+3,081
| New | +$869K | 0.78% | 6 |
|
|
2023
Q4 | – | Sell |
-7,981
| Closed | -$2.1M | – | 566 |
|
|
2023
Q3 | $2.1M | Buy |
+7,981
| New | +$2.1M | 0.62% | 7 |
|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$260K | – | 314 |
|
|
2022
Q1 | $260K | Buy |
+1,050
| New | +$260K | 0.14% | 294 |
|