OPOWM
One Plus One 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 |
-868
| Closed | -$221K | – | 95 |
|
|
2024
Q2 | $221K | Sell |
868
-1,917
| -69% | -$489K | 0.13% | 85 |
|
|
2024
Q1 | $785K | Sell |
2,785
-20
| -0.7% | -$5.64K | 0.45% | 48 |
|
|
2023
Q4 | $832K | Hold |
2,805
| – | – | 0.51% | 44 |
|
|
2023
Q3 | $739K | Hold |
2,805
| – | – | 0.48% | 43 |
|
|
2023
Q2 | $837K | Hold |
2,805
| – | – | 0.53% | 41 |
|
|
2023
Q1 | $784K | Sell |
2,805
-15
| -0.5% | -$4.19K | 0.56% | 39 |
|
|
2022
Q4 | $743K | Sell |
2,820
-66
| -2% | -$17.4K | 0.52% | 45 |
|
|
2022
Q3 | $666K | Sell |
2,886
-73
| -2% | -$16.8K | 0.54% | 42 |
|
|
2022
Q2 | $731K | Buy |
2,959
+66
| +2% | +$16.3K | 0.55% | 43 |
|
|
2022
Q1 | $715K | Hold |
2,893
| – | – | 0.47% | 41 |
|
|
2021
Q4 | $776K | Buy |
2,893
+20
| +0.7% | +$5.37K | 0.54% | 37 |
|
|
2021
Q3 | $693K | Hold |
2,873
| – | – | 0.5% | 34 |
|
|
2021
Q2 | $664K | Sell |
2,873
-20
| -0.7% | -$4.62K | 0.46% | 33 |
|
|
2021
Q1 | $648K | Buy |
+2,893
| New | +$648K | 0.51% | 32 |
|