Omnia Family Wealth’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 | $699K | Buy |
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|
2025
Q2 | $630K | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $433K | Hold |
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|
2019
Q4 | $517K | Buy |
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|
2019
Q3 | $555K | Hold |
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|
2019
Q2 | $537K | Sell |
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|
2019
Q1 | $546K | Sell |
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|
2018
Q4 | $526K | Hold |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $464K | Hold |
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|
2018
Q1 | $463K | Hold |
|
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|
2017
Q4 | $510K | Sell |
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|
2017
Q3 | $478K | Buy |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $519K | Buy |
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|
2016
Q4 | $487K | Buy |
|