Omnia Family Wealth’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 | $630K | Buy |
2,155
+22
| +1% | +$6.43K | 0.23% | 39 |
|
|
2025
Q1 | $666K | Buy |
2,133
+178
| +9% | +$55.6K | 0.28% | 34 |
|
|
2024
Q4 | $567K | Buy |
1,955
+41
| +2% | +$11.9K | 0.23% | 36 |
|
|
2024
Q3 | $583K | Buy |
1,914
+109
| +6% | +$33.2K | 0.25% | 36 |
|
|
2024
Q2 | $460K | Sell |
1,805
-13
| -0.7% | -$3.31K | 0.19% | 43 |
|
|
2024
Q1 | $513K | Buy |
1,818
+149
| +9% | +$42K | 0.24% | 38 |
|
|
2023
Q4 | $495K | Hold |
1,669
| – | – | 0.25% | 37 |
|
|
2023
Q3 | $440K | Hold |
1,669
| – | – | 0.27% | 41 |
|
|
2023
Q2 | $498K | Hold |
1,669
| – | – | 0.34% | 33 |
|
|
2023
Q1 | $467K | Hold |
1,669
| – | – | 0.36% | 35 |
|
|
2022
Q4 | $440K | Sell |
1,669
-13
| -0.8% | -$3.43K | 0.36% | 37 |
|
|
2022
Q3 | $388K | Hold |
1,682
| – | – | 0.32% | 37 |
|
|
2022
Q2 | $415K | Buy |
1,682
+25
| +2% | +$6.17K | 0.31% | 39 |
|
|
2022
Q1 | $410K | Hold |
1,657
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $444K | Hold |
1,657
| – | – | 0.27% | 48 |
|
|
2021
Q3 | $400K | Sell |
1,657
-38
| -2% | -$9.17K | 0.28% | 46 |
|
|
2021
Q2 | $392K | Buy |
1,695
+38
| +2% | +$8.79K | 0.25% | 49 |
|
|
2021
Q1 | $371K | Hold |
1,657
| – | – | 0.28% | 50 |
|
|
2020
Q4 | $356K | Hold |
1,657
| – | – | 0.32% | 52 |
|
|
2020
Q3 | $364K | Hold |
1,657
| – | – | 0.35% | 47 |
|
|
2020
Q2 | $306K | Sell |
1,657
-960
| -37% | -$177K | 0.3% | 52 |
|
|
2020
Q1 | $433K | Hold |
2,617
| – | – | 0.45% | 40 |
|
|
2019
Q4 | $517K | Buy |
2,617
+30
| +1% | +$5.93K | 0.24% | 53 |
|
|
2019
Q3 | $555K | Hold |
2,587
| – | – | 0.41% | 41 |
|
|
2019
Q2 | $537K | Sell |
2,587
-289
| -10% | -$60K | 0.27% | 45 |
|
|
2019
Q1 | $546K | Sell |
2,876
-87
| -3% | -$16.5K | 0.27% | 43 |
|
|
2018
Q4 | $526K | Hold |
2,963
| – | – | 0.28% | 43 |
|
|
2018
Q3 | $496K | Hold |
2,963
| – | – | 0.23% | 47 |
|
|
2018
Q2 | $464K | Hold |
2,963
| – | – | 0.22% | 47 |
|
|
2018
Q1 | $463K | Hold |
2,963
| – | – | 0.21% | 44 |
|
|
2017
Q4 | $510K | Sell |
2,963
-91
| -3% | -$15.7K | 0.23% | 41 |
|
|
2017
Q3 | $478K | Buy |
3,054
+1
| +0% | +$157 | 0.23% | 42 |
|
|
2017
Q2 | $468K | Sell |
3,053
-953
| -24% | -$146K | 0.22% | 41 |
|
|
2017
Q1 | $519K | Buy |
4,006
+7
| +0.2% | +$907 | 0.25% | 40 |
|
|
2016
Q4 | $487K | Buy |
+3,999
| New | +$487K | 0.24% | 43 |
|