OWA
Opal Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.6K | Sell |
317
-12
| -4% | -$3.51K | 0.03% | 283 |
|
|
2025
Q1 | $103K | Buy |
+329
| New | +$103K | 0.03% | 270 |
|
|
2024
Q3 | – | Sell |
-232
| Closed | -$59.1K | – | 775 |
|
|
2024
Q2 | $59.1K | Buy |
+232
| New | +$59.1K | 0.02% | 335 |
|
|
2024
Q1 | – | Sell |
-712
| Closed | -$211K | – | 356 |
|
|
2023
Q4 | $211K | Buy |
+712
| New | +$211K | 0.08% | 165 |
|