OCM
Objective Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $205K | Sell |
726
-76
| -9% | -$21.4K | 0.14% | 136 |
|
|
2023
Q4 | $238K | Sell |
802
-34
| -4% | -$10.1K | 0.18% | 105 |
|
|
2023
Q3 | $220K | Buy |
836
+6
| +0.7% | +$1.58K | 0.2% | 93 |
|
|
2023
Q2 | $248K | Buy |
830
+1
| +0.1% | +$298 | 0.22% | 80 |
|
|
2023
Q1 | $232K | Buy |
829
+6
| +0.7% | +$1.68K | 0.21% | 86 |
|
|
2022
Q4 | $217K | Buy |
+823
| New | +$217K | 0.22% | 85 |
|
|
2022
Q2 | – | Sell |
-810
| Closed | -$200K | – | 108 |
|
|
2022
Q1 | $200K | Hold |
810
| – | – | 0.15% | 112 |
|
|
2021
Q4 | $217K | Buy |
+810
| New | +$217K | 0.15% | 111 |
|