POIA
Pin Oak Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Sell |
227
-8,147
| -97% | -$2.51M | 0.06% | 169 |
|
|
2025
Q1 | $2.57M | Buy |
8,374
+8,125
| +3,263% | +$2.5M | 1.96% | 13 |
|
|
2024
Q4 | $76K | Hold |
249
| – | – | 0.07% | 153 |
|
|
2024
Q3 | $75K | Buy |
249
+22
| +10% | +$6.63K | 0.07% | 155 |
|
|
2024
Q2 | $58K | Hold |
227
| – | – | 0.06% | 164 |
|
|
2024
Q1 | $64K | Hold |
227
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $67K | Hold |
227
| – | – | 0.07% | 149 |
|
|
2023
Q3 | $60K | Sell |
227
-268
| -54% | -$70.8K | 0.07% | 149 |
|
|
2023
Q2 | $148K | Hold |
495
| – | – | 0.16% | 97 |
|
|
2023
Q1 | $138K | Hold |
495
| – | – | 0.17% | 89 |
|
|
2022
Q4 | $130K | Buy |
495
+69
| +16% | +$18.1K | 0.16% | 88 |
|
|
2022
Q3 | $98K | Hold |
426
| – | – | 0.12% | 103 |
|
|
2022
Q2 | $105K | Sell |
426
-211
| -33% | -$52K | 0.13% | 101 |
|
|
2022
Q1 | $158K | Buy |
637
+125
| +24% | +$31K | 0.17% | 92 |
|
|
2021
Q4 | $137K | Hold |
512
| – | – | 0.14% | 101 |
|
|
2021
Q3 | $123K | Hold |
512
| – | – | 0.14% | 99 |
|
|
2021
Q2 | $118K | Hold |
512
| – | – | 0.12% | 112 |
|
|
2021
Q1 | $115K | Sell |
512
-78
| -13% | -$17.5K | 0.1% | 128 |
|
|
2020
Q4 | $127K | Buy |
590
+86
| +17% | +$18.5K | 0.1% | 122 |
|
|
2020
Q3 | $111K | Hold |
504
| – | – | 0.11% | 119 |
|
|
2020
Q2 | $93K | Hold |
504
| – | – | 0.09% | 133 |
|
|
2020
Q1 | $83K | Buy |
504
+18
| +4% | +$2.96K | 0.09% | 140 |
|
|
2019
Q4 | $96K | Hold |
486
| – | – | 0.08% | 141 |
|
|
2019
Q3 | $104K | Hold |
486
| – | – | 0.09% | 146 |
|
|
2019
Q2 | $101K | Buy |
486
+346
| +247% | +$71.9K | 0.08% | 151 |
|
|
2019
Q1 | $27K | Sell |
140
-105
| -43% | -$20.3K | 0.02% | 224 |
|
|
2018
Q4 | $44K | Sell |
245
-71
| -22% | -$12.8K | 0.04% | 181 |
|
|
2018
Q3 | $53K | Sell |
316
-172
| -35% | -$28.8K | 0.04% | 183 |
|
|
2018
Q2 | $76K | Hold |
488
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $76K | Sell |
488
-306
| -39% | -$47.7K | 0.06% | 165 |
|
|
2017
Q4 | $137K | Buy |
+794
| New | +$137K | 0.11% | 138 |
|