OCPWS
One Charles Private Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
1,857
-205
| -10% | -$59.9K | 0.15% | 77 |
|
|
2025
Q1 | $644K | Buy |
2,062
+183
| +10% | +$57.2K | 0.21% | 63 |
|
|
2024
Q4 | $545K | Sell |
1,879
-9
| -0.5% | -$2.61K | 0.18% | 73 |
|
|
2024
Q3 | $575K | Sell |
1,888
-52
| -3% | -$15.8K | 0.22% | 71 |
|
|
2024
Q2 | $494K | Hold |
1,940
| – | – | 0.21% | 76 |
|
|
2024
Q1 | $547K | Buy |
1,940
+99
| +5% | +$27.9K | 0.24% | 71 |
|
|
2023
Q4 | $546K | Sell |
1,841
-56
| -3% | -$16.6K | 0.29% | 69 |
|
|
2023
Q3 | $500K | Buy |
1,897
+1
| +0.1% | +$263 | 0.29% | 62 |
|
|
2023
Q2 | $566K | Sell |
1,896
-69
| -4% | -$20.6K | 0.33% | 58 |
|
|
2023
Q1 | $549K | Hold |
1,965
| – | – | 0.34% | 55 |
|
|
2022
Q4 | $518K | Sell |
1,965
-82
| -4% | -$21.6K | 0.34% | 51 |
|
|
2022
Q3 | $472K | Buy |
2,047
+1
| +0% | +$231 | 0.31% | 55 |
|
|
2022
Q2 | $517K | Sell |
2,046
-72
| -3% | -$18.2K | 0.35% | 53 |
|
|
2022
Q1 | $524K | Hold |
2,118
| – | – | 0.33% | 55 |
|
|
2021
Q4 | $568K | Buy |
2,118
+8
| +0.4% | +$2.15K | 0.32% | 51 |
|
|
2021
Q3 | $509K | Buy |
2,110
+1
| +0% | +$241 | 0.29% | 53 |
|
|
2021
Q2 | $487K | Buy |
+2,109
| New | +$487K | 0.33% | 57 |
|
|
2020
Q3 | – | Sell |
-2,118
| Closed | -$432K | – | 61 |
|
|
2020
Q2 | $432K | Buy |
+2,118
| New | +$432K | 0.22% | 50 |
|