OWM
OneAscent Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
709
+54
| +8% | +$15.8K | 0.08% | 163 |
|
|
2025
Q1 | $205K | Sell |
655
-82
| -11% | -$25.7K | 0.09% | 148 |
|
|
2024
Q4 | $214K | Sell |
737
-477
| -39% | -$139K | 0.09% | 147 |
|
|
2024
Q3 | $370K | Buy |
+1,214
| New | +$370K | 0.14% | 102 |
|
|
2024
Q2 | – | Sell |
-1,324
| Closed | -$373K | – | 145 |
|
|
2024
Q1 | $373K | Sell |
1,324
-7
| -0.5% | -$1.97K | 0.14% | 100 |
|
|
2023
Q4 | $395K | Buy |
1,331
+24
| +2% | +$7.12K | 0.16% | 83 |
|
|
2023
Q3 | $344K | Buy |
+1,307
| New | +$344K | 0.15% | 91 |
|
|
2023
Q2 | – | Sell |
-2,090
| Closed | -$584K | – | 156 |
|
|
2023
Q1 | $584K | Sell |
2,090
-112
| -5% | -$31.3K | 0.23% | 51 |
|
|
2022
Q4 | $580K | Buy |
2,202
+412
| +23% | +$109K | 0.27% | 38 |
|
|
2022
Q3 | $413K | Buy |
1,790
+76
| +4% | +$17.5K | 0.22% | 53 |
|
|
2022
Q2 | $423K | Sell |
1,714
-8
| -0.5% | -$1.97K | 0.22% | 69 |
|
|
2022
Q1 | $426K | Buy |
+1,722
| New | +$426K | 0.21% | 98 |
|