Octavia Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
861
-95
| -10% | -$27.8K | 0.03% | 192 |
|
|
2025
Q1 | $299K | Sell |
956
-32
| -3% | -$9.99K | 0.04% | 168 |
|
|
2024
Q4 | $287K | Sell |
988
-15
| -1% | -$4.35K | 0.03% | 170 |
|
|
2024
Q3 | $305K | Sell |
1,003
-22
| -2% | -$6.7K | 0.04% | 161 |
|
|
2024
Q2 | $261K | Sell |
1,025
-1,126
| -52% | -$287K | 0.04% | 184 |
|
|
2024
Q1 | $606K | Sell |
2,151
-328
| -13% | -$92.5K | 0.09% | 101 |
|
|
2023
Q4 | $735K | Buy |
2,479
+137
| +6% | +$40.6K | 0.13% | 88 |
|
|
2023
Q3 | $617K | Buy |
2,342
+179
| +8% | +$47.2K | 0.13% | 89 |
|
|
2023
Q2 | $645K | Buy |
2,163
+634
| +41% | +$189K | 0.13% | 81 |
|
|
2023
Q1 | $428K | Buy |
1,529
+51
| +3% | +$14.3K | 0.1% | 102 |
|
|
2022
Q4 | $389K | Buy |
1,478
+191
| +15% | +$50.3K | 0.1% | 109 |
|
|
2022
Q3 | $297K | Sell |
1,287
-118
| -8% | -$27.2K | 0.08% | 125 |
|
|
2022
Q2 | $345K | Buy |
1,405
+120
| +9% | +$29.5K | 0.09% | 121 |
|
|
2022
Q1 | $318K | Hold |
1,285
| – | – | 0.07% | 136 |
|
|
2021
Q4 | $344K | Buy |
+1,285
| New | +$344K | 0.07% | 138 |
|