Arbor Trust Wealth Advisors’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 | $1.89M | Sell |
6,469
-386
| -6% | -$113K | 0.92% | 35 |
|
|
2025
Q1 | $2.14M | Sell |
6,855
-85
| -1% | -$26.6K | 1% | 33 |
|
|
2024
Q4 | $2.01M | Sell |
6,940
-45
| -0.6% | -$13K | 0.94% | 35 |
|
|
2024
Q3 | $1.78M | Hold |
6,985
| – | – | 0.93% | 33 |
|
|
2024
Q2 | $1.78M | Sell |
6,985
-115
| -2% | -$29.3K | 0.93% | 33 |
|
|
2024
Q1 | $1.91M | Buy |
7,100
+103
| +1% | +$27.7K | 1.05% | 32 |
|
|
2023
Q4 | $2.07M | Hold |
6,997
| – | – | 1.23% | 27 |
|
|
2023
Q3 | $1.84M | Buy |
6,997
+17
| +0.2% | +$4.48K | 1.21% | 30 |
|
|
2023
Q2 | $2.08M | Sell |
6,980
-2
| -0% | -$597 | 1.32% | 26 |
|
|
2023
Q1 | $1.95M | Sell |
6,982
-86
| -1% | -$24K | 1.28% | 27 |
|
|
2022
Q4 | $1.86M | Buy |
7,068
+68
| +1% | +$17.9K | 1.29% | 27 |
|
|
2022
Q3 | $1.62M | Sell |
7,000
-300
| -4% | -$69.3K | 1.23% | 28 |
|
|
2022
Q2 | $1.8M | Buy |
7,300
+440
| +6% | +$109K | 1.26% | 29 |
|
|
2022
Q1 | $1.7M | Sell |
6,860
-600
| -8% | -$148K | 1.02% | 27 |
|
|
2021
Q4 | $2M | Buy |
7,460
+50
| +0.7% | +$13.4K | 1.15% | 26 |
|
|
2021
Q3 | $1.79M | Sell |
7,410
-50
| -0.7% | -$12.1K | 1.12% | 28 |
|
|
2021
Q2 | $1.72M | Buy |
7,460
+210
| +3% | +$48.5K | 1.08% | 28 |
|
|
2021
Q1 | $1.62M | Buy |
7,250
+100
| +1% | +$22.4K | 1.08% | 31 |
|
|
2020
Q4 | $1.53M | Buy |
7,150
+55
| +0.8% | +$11.8K | 1.11% | 30 |
|
|
2020
Q3 | $1.56M | Sell |
7,095
-14
| -0.2% | -$3.07K | 1.35% | 27 |
|
|
2020
Q2 | $1.31M | Hold |
7,109
| – | – | 1.19% | 28 |
|
|
2020
Q1 | $1.18M | Buy |
7,109
+10
| +0.1% | +$1.65K | 1.24% | 28 |
|
|
2019
Q4 | $1.4M | Buy |
+7,099
| New | +$1.4M | 1.2% | 27 |
|