OIA
Optimum Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,473
-212
| -6% | -$61.9K | 0.44% | 48 |
|
|
2025
Q1 | $1.15M | Sell |
3,685
-68
| -2% | -$21.2K | 0.54% | 37 |
|
|
2024
Q4 | $1.09M | Sell |
3,753
-50
| -1% | -$14.5K | 0.48% | 43 |
|
|
2024
Q3 | $1.16M | Sell |
3,803
-350
| -8% | -$107K | 0.5% | 36 |
|
|
2024
Q2 | $1.06M | Sell |
4,153
-156
| -4% | -$39.8K | 0.47% | 40 |
|
|
2024
Q1 | $1.21M | Hold |
4,309
| – | – | 0.56% | 37 |
|
|
2023
Q4 | $1.28M | Sell |
4,309
-2,901
| -40% | -$860K | 0.64% | 29 |
|
|
2023
Q3 | $1.9M | Sell |
7,210
-199
| -3% | -$52.4K | 0.97% | 19 |
|
|
2023
Q2 | $2.21M | Sell |
7,409
-25
| -0.3% | -$7.46K | 1.08% | 13 |
|
|
2023
Q1 | $2.08M | Sell |
7,434
-550
| -7% | -$154K | 1.09% | 14 |
|
|
2022
Q4 | $2.1M | Sell |
7,984
-92
| -1% | -$24.2K | 1.14% | 12 |
|
|
2022
Q3 | $1.86M | Sell |
8,076
-20
| -0.2% | -$4.61K | 1% | 15 |
|
|
2022
Q2 | $2M | Buy |
8,096
+20
| +0.2% | +$4.94K | 1% | 15 |
|
|
2022
Q1 | $2M | Hold |
8,076
| – | – | 0.84% | 19 |
|
|
2021
Q4 | $2.17M | Hold |
8,076
| – | – | 0.84% | 22 |
|
|
2021
Q3 | $1.95M | Buy |
8,076
+301
| +4% | +$72.6K | 0.82% | 25 |
|
|
2021
Q2 | $1.8M | Sell |
7,775
-513
| -6% | -$119K | 0.56% | 43 |
|
|
2021
Q1 | $1.86M | Buy |
8,288
+250
| +3% | +$56K | 0.54% | 43 |
|
|
2020
Q4 | $1.73M | Sell |
8,038
-271
| -3% | -$58.2K | 0.52% | 41 |
|
|
2020
Q3 | $1.82M | Sell |
8,309
-224
| -3% | -$49.2K | 0.61% | 38 |
|
|
2020
Q2 | $1.57M | Buy |
8,533
+301
| +4% | +$55.5K | 0.55% | 42 |
|
|
2020
Q1 | $1.36M | Buy |
8,232
+1
| +0% | +$165 | 0.56% | 39 |
|
|
2019
Q4 | $1.63M | Sell |
8,231
-50
| -0.6% | -$9.88K | 0.48% | 47 |
|
|
2019
Q3 | $1.78M | Buy |
8,281
+53
| +0.6% | +$11.4K | 0.56% | 36 |
|
|
2019
Q2 | $1.71M | Buy |
8,228
+2
| +0% | +$415 | 0.55% | 38 |
|
|
2019
Q1 | $1.56M | Sell |
8,226
-124
| -1% | -$23.5K | 0.51% | 41 |
|
|
2018
Q4 | $1.48M | Sell |
8,350
-297
| -3% | -$52.7K | 0.51% | 42 |
|
|
2018
Q3 | $1.45M | Buy |
8,647
+2
| +0% | +$335 | 0.4% | 61 |
|
|
2018
Q2 | $1.36M | Buy |
8,645
+30
| +0.3% | +$4.7K | 0.39% | 63 |
|
|
2018
Q1 | $1.35M | Buy |
8,615
+802
| +10% | +$125K | 0.4% | 63 |
|
|
2017
Q4 | $1.35M | Buy |
7,813
+3
| +0% | +$516 | 0.43% | 62 |
|
|
2017
Q3 | $1.22M | Buy |
7,810
+2
| +0% | +$313 | 0.41% | 66 |
|
|
2017
Q2 | $1.2M | Sell |
7,808
-97
| -1% | -$14.9K | 0.41% | 68 |
|
|
2017
Q1 | $1.03M | Buy |
7,905
+3
| +0% | +$389 | 0.36% | 80 |
|
|
2016
Q4 | $962K | Sell |
7,902
-537
| -6% | -$65.4K | 0.36% | 81 |
|
|
2016
Q3 | $974K | Sell |
8,439
-92
| -1% | -$10.6K | 0.37% | 82 |
|
|
2016
Q2 | $1.03M | Sell |
8,531
-497
| -6% | -$59.8K | 0.4% | 72 |
|
|
2016
Q1 | $1.14M | Buy |
9,028
+860
| +11% | +$108K | 0.45% | 64 |
|
|
2015
Q4 | $965K | Sell |
8,168
-5,694
| -41% | -$673K | 0.37% | 74 |
|
|
2015
Q3 | $1.37M | Buy |
+13,862
| New | +$1.37M | 0.55% | 44 |
|
|
2015
Q1 | $1.25M | Sell |
12,869
-264
| -2% | -$25.7K | 0.4% | 63 |
|
|
2014
Q4 | $1.23M | Buy |
13,133
+550
| +4% | +$51.5K | 0.4% | 63 |
|
|
2014
Q3 | $1.19M | Sell |
12,583
-1,103
| -8% | -$105K | 0.4% | 62 |
|
|
2014
Q2 | $1.38M | Buy |
13,686
+1,066
| +8% | +$107K | 0.45% | 57 |
|
|
2014
Q1 | $1.24M | Sell |
12,620
-101
| -0.8% | -$9.9K | 0.46% | 55 |
|
|
2013
Q4 | $1.23M | Buy |
12,721
+180
| +1% | +$17.5K | 0.46% | 60 |
|
|
2013
Q3 | $1.21M | Buy |
+12,541
| New | +$1.21M | 0.5% | 59 |
|