OBWG
Onyx Bridge Wealth Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
1,129
-57
| -5% | -$16.6K | 0.04% | 218 |
|
|
2025
Q1 | $371K | Buy |
1,186
+104
| +10% | +$32.5K | 0.05% | 188 |
|
|
2024
Q4 | $314K | Sell |
1,082
-45
| -4% | -$13K | 0.05% | 208 |
|
|
2024
Q3 | $343K | Buy |
1,127
+3
| +0.3% | +$913 | 0.05% | 201 |
|
|
2024
Q2 | $286K | Sell |
1,124
-53
| -5% | -$13.5K | 0.05% | 204 |
|
|
2024
Q1 | $322K | Sell |
1,177
-61
| -5% | -$16.7K | 0.06% | 191 |
|
|
2023
Q4 | $367K | Buy |
1,238
+171
| +16% | +$50.7K | 0.07% | 166 |
|
|
2023
Q3 | $281K | Buy |
1,067
+132
| +14% | +$34.8K | 0.07% | 184 |
|
|
2023
Q2 | $279K | Buy |
935
+72
| +8% | +$21.5K | 0.07% | 179 |
|
|
2023
Q1 | $241K | Sell |
863
-92
| -10% | -$25.7K | 0.1% | 149 |
|
|
2022
Q4 | $257K | Sell |
955
-34
| -3% | -$9.16K | 0.1% | 136 |
|
|
2022
Q3 | $234K | Sell |
989
-54
| -5% | -$12.8K | 0.11% | 134 |
|
|
2022
Q2 | $265K | Sell |
1,043
-341
| -25% | -$86.6K | 0.12% | 116 |
|
|
2022
Q1 | $342K | Buy |
1,384
+135
| +11% | +$33.4K | 0.13% | 87 |
|
|
2021
Q4 | $336K | Buy |
1,249
+58
| +5% | +$15.6K | 0.11% | 100 |
|
|
2021
Q3 | $289K | Buy |
1,191
+19
| +2% | +$4.61K | 0.11% | 100 |
|
|
2021
Q2 | $275K | Buy |
+1,172
| New | +$275K | 0.12% | 89 |
|