OFG
OmniStar Financial Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,529
+313
| +10% | +$91.4K | 0.77% | 44 |
|
|
2025
Q1 | $1.01M | Buy |
+3,216
| New | +$1.01M | 0.79% | 39 |
|
|
2024
Q1 | – | Sell |
-2,889
| Closed | -$857K | – | 138 |
|
|
2023
Q4 | $857K | Buy |
2,889
+127
| +5% | +$37.7K | 1.08% | 26 |
|
|
2023
Q3 | $734K | Buy |
2,762
+134
| +5% | +$35.6K | 0.87% | 33 |
|
|
2023
Q2 | $784K | Sell |
2,628
-262
| -9% | -$78.2K | 0.92% | 33 |
|
|
2023
Q1 | $810K | Sell |
2,890
-713
| -20% | -$200K | 1.03% | 30 |
|
|
2022
Q4 | $950K | Hold |
3,603
| – | – | 1.08% | 31 |
|
|
2022
Q3 | $831K | Sell |
3,603
-57
| -2% | -$13.1K | 0.99% | 34 |
|
|
2022
Q2 | $903K | Buy |
3,660
+89
| +2% | +$22K | 1% | 36 |
|
|
2022
Q1 | $883K | Buy |
3,571
+121
| +4% | +$29.9K | 0.88% | 42 |
|
|
2021
Q4 | $924K | Buy |
3,450
+196
| +6% | +$52.5K | 0.95% | 36 |
|
|
2021
Q3 | $784K | Buy |
+3,254
| New | +$784K | 0.93% | 41 |
|
|
2021
Q2 | – | Sell |
-3,658
| Closed | -$820K | – | 86 |
|
|
2021
Q1 | $820K | Sell |
3,658
-2,239
| -38% | -$502K | 1.04% | 35 |
|
|
2020
Q4 | $1.27M | Buy |
5,897
+647
| +12% | +$139K | 0.89% | 43 |
|
|
2020
Q3 | $1.15M | Sell |
5,250
-1,203
| -19% | -$264K | 0.87% | 44 |
|
|
2020
Q2 | $1.19M | Buy |
6,453
+404
| +7% | +$74.5K | 0.98% | 35 |
|
|
2020
Q1 | $1M | Sell |
6,049
-1,290
| -18% | -$213K | 0.98% | 35 |
|
|
2019
Q4 | $1.45M | Buy |
7,339
+106
| +1% | +$20.9K | 1.22% | 27 |
|
|
2019
Q3 | $1.55M | Sell |
7,233
-5,291
| -42% | -$1.14M | 1.36% | 24 |
|
|
2019
Q2 | $2.6M | Sell |
12,524
-1,575
| -11% | -$327K | 2.33% | 5 |
|
|
2019
Q1 | $2.68M | Buy |
14,099
+472
| +3% | +$89.6K | 2.35% | 6 |
|
|
2018
Q4 | $2.42M | Sell |
13,627
-1,050
| -7% | -$186K | 2.47% | 5 |
|
|
2018
Q3 | $2.46M | Buy |
14,677
+422
| +3% | +$70.6K | 1.87% | 8 |
|
|
2018
Q2 | $2.23M | Buy |
14,255
+209
| +1% | +$32.7K | 2.13% | 9 |
|
|
2018
Q1 | $2.2M | Buy |
14,046
+805
| +6% | +$126K | 2.1% | 10 |
|
|
2017
Q4 | $2.28M | Buy |
+13,241
| New | +$2.28M | 2.09% | 11 |
|