Amica Retiree Medical 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 | $437K | Hold |
1,495
| – | – | 0.63% | 52 |
|
2025
Q1 | $467K | Sell |
1,495
-1,021
| -41% | -$319K | 0.71% | 46 |
|
2024
Q4 | $729K | Sell |
2,516
-658
| -21% | -$191K | 0.69% | 40 |
|
2024
Q3 | $967K | Buy |
+3,174
| New | +$967K | 0.8% | 33 |
|
2023
Q3 | $451K | Buy |
1,711
+764
| +81% | +$201K | 0.53% | 62 |
|
2023
Q2 | $283K | Sell |
947
-60
| -6% | -$17.9K | 0.32% | 83 |
|
2023
Q1 | $282K | Sell |
1,007
-189
| -16% | -$52.9K | 0.3% | 89 |
|
2022
Q4 | $315K | Hold |
1,196
| – | – | 0.4% | 78 |
|
2022
Q3 | $276K | Buy |
1,196
+313
| +35% | +$72.2K | 0.35% | 90 |
|
2022
Q2 | $218K | Sell |
883
-1,013
| -53% | -$250K | 0.25% | 99 |
|
2022
Q1 | $469K | Hold |
1,896
| – | – | 0.44% | 77 |
|
2021
Q4 | $508K | Hold |
1,896
| – | – | 0.43% | 77 |
|
2021
Q3 | $457K | Sell |
1,896
-838
| -31% | -$202K | 0.41% | 77 |
|
2021
Q2 | $632K | Sell |
2,734
-717
| -21% | -$166K | 0.4% | 83 |
|
2021
Q1 | $774K | Hold |
3,451
| – | – | 0.52% | 66 |
|
2020
Q4 | $741K | Hold |
3,451
| – | – | 0.52% | 63 |
|
2020
Q3 | $757K | Hold |
3,451
| – | – | 0.59% | 47 |
|
2020
Q2 | $637K | Hold |
3,451
| – | – | 0.5% | 59 |
|
2020
Q1 | $571K | Hold |
3,451
| – | – | 0.51% | 51 |
|
2019
Q4 | $682K | Hold |
3,451
| – | – | 0.53% | 48 |
|
2019
Q3 | $741K | Sell |
3,451
-904
| -21% | -$194K | 0.59% | 39 |
|
2019
Q2 | $904K | Hold |
4,355
| – | – | 0.74% | 32 |
|
2019
Q1 | $827K | Hold |
4,355
| – | – | 0.73% | 29 |
|
2018
Q4 | $773K | Hold |
4,355
| – | – | 0.74% | 30 |
|
2018
Q3 | $729K | Hold |
4,355
| – | – | 0.6% | 38 |
|
2018
Q2 | $682K | Hold |
4,355
| – | – | 0.59% | 40 |
|
2018
Q1 | $681K | Sell |
4,355
-171
| -4% | -$26.7K | 0.6% | 37 |
|
2017
Q4 | $779K | Hold |
4,526
| – | – | 0.59% | 40 |
|
2017
Q3 | $709K | Hold |
4,526
| – | – | 0.56% | 43 |
|
2017
Q2 | $693K | Sell |
4,526
-984
| -18% | -$151K | 0.56% | 41 |
|
2017
Q1 | $714K | Hold |
5,510
| – | – | 0.58% | 38 |
|
2016
Q4 | $671K | Hold |
5,510
| – | – | 0.53% | 40 |
|
2016
Q3 | $636K | Hold |
5,510
| – | – | 0.54% | 43 |
|
2016
Q2 | $663K | Sell |
5,510
-1,533
| -22% | -$184K | 0.57% | 43 |
|
2016
Q1 | $885K | Hold |
7,043
| – | – | 0.75% | 32 |
|
2015
Q4 | $832K | Hold |
7,043
| – | – | 0.72% | 34 |
|
2015
Q3 | $694K | Hold |
7,043
| – | – | 0.63% | 40 |
|
2015
Q2 | $670K | Hold |
7,043
| – | – | 0.57% | 47 |
|
2015
Q1 | $686K | Hold |
7,043
| – | – | 0.58% | 51 |
|
2014
Q4 | $660K | Hold |
7,043
| – | – | 0.53% | 52 |
|
2014
Q3 | $668K | Hold |
7,043
| – | – | 0.57% | 43 |
|
2014
Q2 | $710K | Hold |
7,043
| – | – | 0.59% | 42 |
|
2014
Q1 | $690K | Hold |
7,043
| – | – | 0.59% | 42 |
|
2013
Q4 | $683K | Buy |
+7,043
| New | +$683K | 0.59% | 40 |
|