Octavia Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $344K | Buy |
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