OAM
Occidental Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
1,871
-176
| -9% | -$51.4K | 0.08% | 139 |
|
|
2025
Q1 | $639K | Buy |
2,047
+499
| +32% | +$156K | 0.1% | 125 |
|
|
2024
Q4 | $449K | Sell |
1,548
-44
| -3% | -$12.8K | 0.07% | 139 |
|
|
2024
Q3 | $485K | Buy |
1,592
+202
| +15% | +$61.5K | 0.08% | 147 |
|
|
2024
Q2 | $354K | Buy |
1,390
+250
| +22% | +$63.7K | 0.06% | 153 |
|
|
2024
Q1 | $321K | Buy |
1,140
+31
| +3% | +$8.74K | 0.06% | 153 |
|
|
2023
Q4 | $329K | Sell |
1,109
-2
| -0.2% | -$593 | 0.07% | 159 |
|
|
2023
Q3 | $293K | Buy |
1,111
+17
| +2% | +$4.48K | 0.07% | 163 |
|
|
2023
Q2 | $326K | Hold |
1,094
| – | – | 0.07% | 169 |
|
|
2023
Q1 | $306K | Hold |
1,094
| – | – | 0.08% | 162 |
|
|
2022
Q4 | $288K | Hold |
1,094
| – | – | 0.08% | 162 |
|
|
2022
Q3 | $252K | Hold |
1,094
| – | – | 0.08% | 157 |
|
|
2022
Q2 | $270K | Sell |
1,094
-21
| -2% | -$5.18K | 0.08% | 153 |
|
|
2022
Q1 | $276K | Sell |
1,115
-29
| -3% | -$7.18K | 0.07% | 163 |
|
|
2021
Q4 | $307K | Hold |
1,144
| – | – | 0.07% | 167 |
|
|
2021
Q3 | $276K | Hold |
1,144
| – | – | 0.07% | 176 |
|
|
2021
Q2 | $264K | Sell |
1,144
-87
| -7% | -$20.1K | 0.07% | 180 |
|
|
2021
Q1 | $276K | Buy |
+1,231
| New | +$276K | 0.08% | 166 |
|
|
2020
Q1 | – | Sell |
-1,223
| Closed | -$242K | – | 156 |
|
|
2019
Q4 | $242K | Hold |
1,223
| – | – | 0.1% | 137 |
|
|
2019
Q3 | $263K | Hold |
1,223
| – | – | 0.11% | 131 |
|
|
2019
Q2 | $254K | Buy |
+1,223
| New | +$254K | 0.11% | 132 |
|