OWA
Outlook Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-724
| Closed | -$204K | – | 277 |
|
|
2024
Q1 | $204K | Buy |
724
+1
| +0.1% | +$282 | 0.06% | 252 |
|
|
2023
Q4 | $214K | Buy |
+723
| New | +$214K | 0.08% | 224 |
|
|
2023
Q3 | – | Sell |
-721
| Closed | -$215K | – | 209 |
|
|
2023
Q2 | $215K | Buy |
+721
| New | +$215K | 0.08% | 188 |
|
|
2022
Q2 | – | Sell |
-2,160
| Closed | -$534K | – | 199 |
|
|
2022
Q1 | $534K | Buy |
2,160
+25
| +1% | +$6.18K | 0.18% | 130 |
|
|
2021
Q4 | $572K | Buy |
2,135
+45
| +2% | +$12.1K | 0.17% | 129 |
|
|
2021
Q3 | $504K | Buy |
2,090
+38
| +2% | +$9.16K | 0.16% | 145 |
|
|
2021
Q2 | $474K | Buy |
2,052
+137
| +7% | +$31.6K | 0.15% | 153 |
|
|
2021
Q1 | $429K | Buy |
1,915
+195
| +11% | +$43.7K | 0.15% | 153 |
|
|
2020
Q4 | $369K | Sell |
1,720
-118
| -6% | -$25.3K | 0.13% | 147 |
|
|
2020
Q3 | $404K | Buy |
1,838
+81
| +5% | +$17.8K | 0.16% | 126 |
|
|
2020
Q2 | $324K | Buy |
1,757
+74
| +4% | +$13.6K | 0.14% | 139 |
|
|
2020
Q1 | $278K | Buy |
+1,683
| New | +$278K | 0.16% | 130 |
|