Oregon Pacific Wealth Management’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
$1.24M Sell
4,240
-62
-1% -$18.1K 1.17% 18
2025
Q1
$1.34M Buy
4,302
+62
+1% +$19.4K 1.34% 14
2024
Q4
$1.23M Buy
+4,240
New +$1.23M 1.2% 19