OBWP
O'Brien Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
10,713
+25
| +0.2% | +$7.3K | 0.49% | 24 |
|
|
2025
Q1 | $3.34M | Buy |
10,688
+51
| +0.5% | +$15.9K | 0.62% | 21 |
|
|
2024
Q4 | $3.08M | Buy |
10,637
+1
| +0% | +$290 | 0.56% | 20 |
|
|
2024
Q3 | $3.24M | Sell |
10,636
-1
| -0% | -$305 | 0.64% | 20 |
|
|
2024
Q2 | $2.71M | Sell |
10,637
-34
| -0.3% | -$8.67K | 0.61% | 18 |
|
|
2024
Q1 | $3.01M | Sell |
10,671
-405
| -4% | -$114K | 0.7% | 18 |
|
|
2023
Q4 | $3.28M | Buy |
11,076
+20
| +0.2% | +$5.93K | 0.86% | 17 |
|
|
2023
Q3 | $2.91M | Buy |
11,056
+1
| +0% | +$263 | 0.84% | 15 |
|
|
2023
Q2 | $3.3M | Sell |
11,055
-7
| -0.1% | -$2.09K | 0.97% | 15 |
|
|
2023
Q1 | $3.09M | Sell |
11,062
-189
| -2% | -$52.8K | 0.97% | 15 |
|
|
2022
Q4 | $2.96M | Buy |
11,251
+566
| +5% | +$149K | 1.18% | 11 |
|
|
2022
Q3 | $2.47M | Buy |
10,685
+4
| +0% | +$923 | 1.04% | 12 |
|
|
2022
Q2 | $2.64M | Sell |
10,681
-127
| -1% | -$31.4K | 1.1% | 11 |
|
|
2022
Q1 | $2.68M | Buy |
10,808
+157
| +1% | +$38.9K | 1.06% | 10 |
|
|
2021
Q4 | $2.77M | Buy |
10,651
+10
| +0.1% | +$2.6K | 0.96% | 10 |
|
|
2021
Q3 | $2.61M | Sell |
10,641
-218
| -2% | -$53.5K | 0.91% | 10 |
|
|
2021
Q2 | $2.56M | Buy |
10,859
+54
| +0.5% | +$12.7K | 0.85% | 12 |
|
|
2021
Q1 | $2.49M | Buy |
10,805
+1
| +0% | +$230 | 0.82% | 11 |
|
|
2020
Q4 | $2.33M | Buy |
10,804
+15
| +0.1% | +$3.24K | 0.84% | 9 |
|
|
2020
Q3 | $2.44M | Buy |
10,789
+91
| +0.9% | +$20.5K | 1% | 8 |
|
|
2020
Q2 | $1.97M | Buy |
10,698
+47
| +0.4% | +$8.66K | 0.82% | 8 |
|
|
2020
Q1 | $1.72M | Buy |
10,651
+23
| +0.2% | +$3.71K | 0.97% | 9 |
|
|
2019
Q4 | $2.15M | Buy |
10,628
+10
| +0.1% | +$2.02K | 1.54% | 9 |
|
|
2019
Q3 | $2.28M | Buy |
10,618
+1
| +0% | +$215 | 1.79% | 6 |
|
|
2019
Q2 | $2.24M | Buy |
10,617
+1
| +0% | +$211 | 1.64% | 9 |
|
|
2019
Q1 | $2.02M | Buy |
10,616
+1
| +0% | +$190 | 1.43% | 9 |
|
|
2018
Q4 | $1.9M | Sell |
10,615
-114
| -1% | -$20.4K | 1.3% | 9 |
|
|
2018
Q3 | $1.8M | Buy |
+10,729
| New | +$1.8M | 1.17% | 9 |
|
|
2018
Q2 | – | Sell |
-10,728
| Closed | -$1.68M | – | 145 |
|
|
2018
Q1 | $1.68M | Buy |
10,728
+116
| +1% | +$18.1K | 1.15% | 10 |
|
|
2017
Q4 | $1.83M | Buy |
10,612
+1
| +0% | +$172 | 1.15% | 11 |
|
|
2017
Q3 | $1.66M | Buy |
10,611
+1
| +0% | +$157 | 0.87% | 13 |
|
|
2017
Q2 | $1.63M | Buy |
10,610
+1
| +0% | +$153 | 0.86% | 13 |
|
|
2017
Q1 | $1.38M | Buy |
10,609
+1
| +0% | +$130 | 0.76% | 15 |
|
|
2016
Q4 | $1.29M | Sell |
10,608
-54
| -0.5% | -$6.57K | 0.77% | 18 |
|
|
2016
Q3 | $1.23M | Buy |
10,662
+1
| +0% | +$115 | 0.8% | 19 |
|
|
2016
Q2 | $1.28M | Sell |
10,661
-37
| -0.3% | -$4.45K | 0.89% | 18 |
|
|
2016
Q1 | $1.35M | Buy |
10,698
+1
| +0% | +$126 | 1.05% | 16 |
|
|
2015
Q4 | $1.26M | Buy |
+10,697
| New | +$1.26M | 1.24% | 16 |
|