Oxler Private Wealth’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 | $1.82M | Buy |
6,233
+20
| +0.3% | +$5.84K | 0.57% | 33 |
|
|
2025
Q1 | $1.94M | Sell |
6,213
-28
| -0.4% | -$8.75K | 0.68% | 29 |
|
|
2024
Q4 | $1.81M | Buy |
6,241
+37
| +0.6% | +$10.7K | 0.59% | 33 |
|
|
2024
Q3 | $1.89M | Buy |
6,204
+31
| +0.5% | +$9.44K | 0.66% | 30 |
|
|
2024
Q2 | $1.57M | Buy |
6,173
+40
| +0.7% | +$10.2K | 0.58% | 34 |
|
|
2024
Q1 | $1.73M | Buy |
6,133
+4,240
| +224% | +$1.2M | 0.68% | 32 |
|
|
2023
Q4 | $561K | Sell |
1,893
-4,164
| -69% | -$1.23M | 0.47% | 38 |
|
|
2023
Q3 | $1.6M | Buy |
6,057
+28
| +0.5% | +$7.38K | 0.8% | 34 |
|
|
2023
Q2 | $1.8M | Buy |
6,029
+82
| +1% | +$24.5K | 0.86% | 34 |
|
|
2023
Q1 | $1.66M | Buy |
5,947
+33
| +0.6% | +$9.23K | 0.82% | 36 |
|
|
2022
Q4 | $1.56M | Sell |
5,914
-64
| -1% | -$16.9K | 0.84% | 37 |
|
|
2022
Q3 | $1.38M | Buy |
5,978
+27
| +0.5% | +$6.24K | 0.77% | 36 |
|
|
2022
Q2 | $1.47M | Buy |
5,951
+35
| +0.6% | +$8.64K | 0.71% | 40 |
|
|
2022
Q1 | $1.46M | Buy |
5,916
+36
| +0.6% | +$8.9K | 0.66% | 45 |
|
|
2021
Q4 | $1.58M | Sell |
5,880
-90
| -2% | -$24.1K | 0.65% | 46 |
|
|
2021
Q3 | $1.44M | Hold |
5,970
| – | – | 0.63% | 46 |
|
|
2021
Q2 | $1.38M | Hold |
5,970
| – | – | 0.6% | 49 |
|
|
2021
Q1 | $1.34M | Hold |
5,970
| – | – | 0.68% | 41 |
|
|
2020
Q4 | $1.28M | Buy |
+5,970
| New | +$1.28M | 0.72% | 35 |
|