ONSWM
Old North State Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,699
| Closed | -$435K | – | 112 |
|
|
2024
Q2 | $435K | Buy |
1,699
+414
| +32% | +$106K | 0.29% | 56 |
|
|
2024
Q1 | $364K | Buy |
1,285
+276
| +27% | +$78.1K | 0.24% | 60 |
|
|
2023
Q4 | $300K | Buy |
1,009
+174
| +21% | +$51.8K | 0.22% | 65 |
|
|
2023
Q3 | $221K | Buy |
835
+5
| +0.6% | +$1.32K | 0.19% | 66 |
|
|
2023
Q2 | $249K | Sell |
830
-27
| -3% | -$8.09K | 0.22% | 64 |
|
|
2023
Q1 | $240K | Buy |
857
+5
| +0.6% | +$1.4K | 0.22% | 61 |
|
|
2022
Q4 | $225K | Buy |
+852
| New | +$225K | 0.23% | 60 |
|