American Trust’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 | $643K | Sell |
2,201
-132
| -6% | -$38.6K | 0.06% | 137 |
|
|
2025
Q1 | $729K | Sell |
2,333
-6,380
| -73% | -$1.99M | 0.18% | 78 |
|
|
2024
Q4 | $2.53M | Buy |
8,713
+945
| +12% | +$274K | 0.19% | 77 |
|
|
2024
Q3 | $2.37M | Buy |
7,768
+115
| +2% | +$35K | 0.2% | 69 |
|
|
2024
Q2 | $1.95M | Buy |
7,653
+754
| +11% | +$192K | 0.16% | 79 |
|
|
2024
Q1 | $1.95M | Buy |
6,899
+395
| +6% | +$111K | 0.16% | 80 |
|
|
2023
Q4 | $1.93M | Sell |
6,504
-124
| -2% | -$36.8K | 0.14% | 81 |
|
|
2023
Q3 | $1.75M | Sell |
6,628
-1,394
| -17% | -$367K | 0.14% | 82 |
|
|
2023
Q2 | $2.39M | Sell |
8,022
-96
| -1% | -$28.6K | 0.17% | 98 |
|
|
2023
Q1 | $2.27M | Buy |
8,118
+75
| +0.9% | +$21K | 0.16% | 99 |
|
|
2022
Q4 | $2.12M | Sell |
8,043
-489
| -6% | -$129K | 0.2% | 94 |
|
|
2022
Q3 | $1.97M | Sell |
8,532
-836
| -9% | -$193K | 0.17% | 96 |
|
|
2022
Q2 | $2.31M | Sell |
9,368
-339
| -3% | -$83.7K | 0.19% | 93 |
|
|
2022
Q1 | $2.4M | Buy |
9,707
+7,218
| +290% | +$1.78M | 0.16% | 95 |
|
|
2021
Q4 | $667K | Buy |
+2,489
| New | +$667K | 0.05% | 137 |
|