Advantage Trust Company’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 | $714K | Sell |
2,443
-50
| -2% | -$14.6K | 0.35% | 24 |
|
|
2025
Q1 | $779K | Sell |
2,493
-1,066
| -30% | -$333K | 0.47% | 20 |
|
|
2024
Q4 | $1.03M | Buy |
3,559
+16
| +0.5% | +$4.64K | 0.61% | 17 |
|
|
2024
Q3 | $1.08M | Hold |
3,543
| – | – | 0.73% | 16 |
|
|
2024
Q2 | $903K | Hold |
3,543
| – | – | 0.65% | 15 |
|
|
2024
Q1 | $999K | Sell |
3,543
-100
| -3% | -$28.2K | 0.74% | 16 |
|
|
2023
Q4 | $1.08M | Buy |
+3,643
| New | +$1.08M | 0.85% | 17 |
|