Alerus Financial’s McDonald's MCD Stock Holding History

Alerus Financial’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$180K	Buy	+615	New	+$180K	0.01%	169
2024 Q2	–	Sell	-14,293	Closed	-$4.03M	–	161
2024 Q1	$4.03M	Buy	+14,293	New	+$4.03M	0.3%	76
2023 Q4	–	Sell	-858	Closed	-$226K	–	159
2023 Q3	$226K	Sell	858 -3	-0.3%	-$790	0.02%	141
2023 Q2	$257K	Sell	861 -10	-1%	-$2.98K	0.02%	144
2023 Q1	$244K	Buy	871 +8	+0.9%	+$2.24K	0.02%	153
2022 Q4	$227K	Buy	+863	New	+$227K	0.02%	150
2022 Q2	–	Sell	-813	Closed	-$201K	–	181
2022 Q1	$201K	Sell	813 -36	-4%	-$8.9K	0.02%	175
2021 Q4	$228K	Sell	849 -221	-21%	-$59.4K	0.02%	175
2021 Q3	$258K	Sell	1,070 -230	-18%	-$55.5K	0.02%	169
2021 Q2	$300K	Sell	1,300 -124	-9%	-$28.6K	0.03%	172
2021 Q1	$319K	Sell	1,424 -15,841	-92%	-$3.55M	0.03%	167
2020 Q4	$3.71M	Buy	17,265 +586	+4%	+$126K	0.38%	71
2020 Q3	$3.66M	Sell	16,679 -7,523	-31%	-$1.65M	0.41%	65
2020 Q2	$4.47M	Buy	24,202 +572	+2%	+$106K	0.53%	51
2020 Q1	$3.91M	Buy	23,630 +178	+0.8%	+$29.4K	0.54%	55
2019 Q4	$4.63M	Buy	23,452 +3,270	+16%	+$646K	0.53%	59
2019 Q3	$4.33M	Sell	20,182 -534	-3%	-$115K	0.56%	53
2019 Q2	$4.3M	Sell	20,716 -1,023	-5%	-$212K	0.58%	46
2019 Q1	$4.13M	Buy	21,739 +994	+5%	+$189K	0.58%	49
2018 Q4	$3.68M	Buy	20,745 +626	+3%	+$111K	0.56%	47
2018 Q3	$3.37M	Buy	20,119 +102	+0.5%	+$17.1K	0.46%	64
2018 Q2	$3.14M	Sell	20,017 -48	-0.2%	-$7.52K	0.45%	70
2018 Q1	$3.14M	Buy	20,065 +321	+2%	+$50.2K	0.45%	67
2017 Q4	$3.4M	Sell	19,744 -2,032	-9%	-$350K	0.48%	60
2017 Q3	$3.41M	Sell	21,776 -581	-3%	-$91K	0.5%	62
2017 Q2	$3.43M	Buy	22,357 +3,310	+17%	+$507K	0.51%	60
2017 Q1	$2.47M	Buy	19,047 +677	+4%	+$87.8K	0.38%	68
2016 Q4	$2.24M	Buy	18,370 +733	+4%	+$89.2K	0.36%	73
2016 Q3	$2.04M	Buy	17,637 +907	+5%	+$105K	0.33%	68
2016 Q2	$2.01M	Buy	+16,730	New	+$2.01M	0.34%	71