West Oak Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91K | Hold |
|
|||||
|
2025
Q2 | $2.8K | Hold |
|
|||||
|
2025
Q1 | $3K | Hold |
|
|||||
|
2024
Q4 | $2.78M | Hold |
|
|||||
|
2024
Q3 | $2.92K | Hold |
|
|||||
|
2024
Q2 | $244K | Sell |
|
|||||
|
2024
Q1 | $334K | Hold |
|
|||||
|
2023
Q4 | $347K | Hold |
|
|||||
|
2023
Q3 | $312K | Hold |
|
|||||
|
2023
Q2 | $353K | Sell |
|
|||||
|
2023
Q1 | $345K | Hold |
|
|||||
|
2022
Q4 | $325K | Hold |
|
|||||
|
2022
Q3 | $285K | Sell |
|
|||||
|
2022
Q2 | $358K | Hold |
|
|||||
|
2022
Q1 | $359K | Sell |
|
|||||
|
2021
Q4 | $402K | Hold |
|
|||||
|
2021
Q3 | $362K | Hold |
|
|||||
|
2021
Q2 | $346K | Hold |
|
|||||
|
2021
Q1 | $336K | Buy |
|
|||||
|
2020
Q4 | $311K | Sell |
|
|||||
|
2020
Q3 | $340K | Hold |
|
|||||
|
2020
Q2 | $286K | Hold |
|
|||||
|
2020
Q1 | $256K | Hold |
|
|||||
|
2019
Q4 | $306K | Sell |
|
|||||
|
2019
Q3 | $349K | Hold |
|
|||||
|
2019
Q2 | $337K | Sell |
|
|||||
|
2019
Q1 | $313K | Hold |
|
|||||
|
2018
Q4 | $293K | Hold |
|
|||||
|
2018
Q3 | $276K | Sell |
|
|||||
|
2018
Q2 | $329K | Buy |
|
|||||
|
2018
Q1 | $242K | Hold |
|
|||||
|
2017
Q4 | $267K | Hold |
|
|||||
|
2017
Q3 | $243K | Hold |
|
|||||
|
2017
Q2 | $237K | Sell |
|
|||||
|
2017
Q1 | $214K | Sell |
|
|||||
|
2016
Q4 | $688K | Hold |
|
|||||
|
2016
Q3 | $652K | Buy |
|
|||||
|
2016
Q2 | $626K | Hold |
|
|||||
|
2016
Q1 | $654K | Hold |
|
|||||
|
2015
Q4 | $614K | Hold |
|
|||||
|
2015
Q3 | $512K | Sell |
|
|||||
|
2015
Q2 | $499K | Sell |
|
|||||
|
2015
Q1 | $685K | Sell |
|
|||||
|
2014
Q4 | $1.45M | Sell |
|
|||||
|
2014
Q3 | $1.48M | Sell |
|
|||||
|
2014
Q2 | $1.6M | Sell |
|
|||||
|
2014
Q1 | $1.59M | Sell |
|
|||||
|
2013
Q4 | $1.84M | Sell |
|
|||||
|
2013
Q3 | $1.87M | Buy |
|
|||||
|
2013
Q2 | $1.87M | Buy |
|