One Wealth Advisors’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 | $272K | Hold |
931
| – | – | 0.04% | 234 |
|
|
2025
Q1 | $291K | Hold |
931
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $270K | Hold |
931
| – | – | 0.04% | 201 |
|
|
2024
Q3 | $283K | Hold |
931
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $249K | Sell |
931
-7
| -0.7% | -$1.88K | 0.05% | 186 |
|
|
2024
Q1 | $264K | Hold |
938
| – | – | 0.05% | 199 |
|
|
2023
Q4 | $278K | Buy |
938
+7
| +0.8% | +$2.08K | 0.05% | 167 |
|
|
2023
Q3 | $245K | Hold |
931
| – | – | 0.05% | 164 |
|
|
2023
Q2 | $278K | Hold |
931
| – | – | 0.06% | 153 |
|
|
2023
Q1 | $260K | Buy |
931
+770
| +478% | +$215K | 0.06% | 161 |
|
|
2022
Q4 | $42.4K | Buy |
+161
| New | +$42.4K | 0.01% | 441 |
|
|
2019
Q2 | – | Sell |
-35
| Closed | -$7K | – | 333 |
|
|
2019
Q1 | $7K | Buy |
+35
| New | +$7K | 0.01% | 341 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | -$1K | – | 322 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 553 |
|
|
2018
Q2 | $1K | Sell |
5
-4,053
| -100% | -$811K | ﹤0.01% | 539 |
|
|
2018
Q1 | $635K | Sell |
4,058
-4,266
| -51% | -$668K | 0.56% | 19 |
|
|
2017
Q4 | $1.43M | Buy |
+8,324
| New | +$1.43M | 1.16% | 8 |
|