Bank of Marin’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 | $785K | Sell |
2,687
-29
| -1% | -$8.47K | 0.59% | 52 |
|
|
2025
Q1 | $848K | Hold |
2,716
| – | – | 1.08% | 26 |
|
|
2024
Q4 | $787K | Hold |
2,716
| – | – | 0.62% | 52 |
|
|
2024
Q3 | $827K | Sell |
2,716
-250
| -8% | -$76.1K | 0.67% | 49 |
|
|
2024
Q2 | $756K | Sell |
2,966
-93
| -3% | -$23.7K | 0.65% | 51 |
|
|
2024
Q1 | $862K | Sell |
3,059
-480
| -14% | -$135K | 0.76% | 40 |
|
|
2023
Q4 | $1.05M | Sell |
3,539
-35
| -1% | -$10.4K | 0.94% | 29 |
|
|
2023
Q3 | $942K | Sell |
3,574
-135
| -4% | -$35.6K | 0.92% | 33 |
|
|
2023
Q2 | $1.11M | Sell |
3,709
-138
| -4% | -$41.2K | 1.03% | 26 |
|
|
2023
Q1 | $1.08M | Hold |
3,847
| – | – | 1.03% | 29 |
|
|
2022
Q4 | $1.01M | Sell |
3,847
-39
| -1% | -$10.3K | 0.95% | 31 |
|
|
2022
Q3 | $897K | Sell |
3,886
-338
| -8% | -$78K | 0.88% | 35 |
|
|
2022
Q2 | $1.04M | Sell |
4,224
-52
| -1% | -$12.8K | 0.92% | 33 |
|
|
2022
Q1 | $1.06M | Hold |
4,276
| – | – | 0.77% | 41 |
|
|
2021
Q4 | $1.15M | Buy |
4,276
+15
| +0.4% | +$4.02K | 0.76% | 46 |
|
|
2021
Q3 | $1.03M | Sell |
4,261
-20
| -0.5% | -$4.82K | 0.75% | 47 |
|
|
2021
Q2 | $989K | Buy |
4,281
+9
| +0.2% | +$2.08K | 0.72% | 46 |
|
|
2021
Q1 | $958K | Buy |
4,272
+270
| +7% | +$60.5K | 0.76% | 44 |
|
|
2020
Q4 | $859K | Buy |
4,002
+243
| +6% | +$52.2K | 0.72% | 44 |
|
|
2020
Q3 | $825K | Sell |
3,759
-16
| -0.4% | -$3.51K | 0.85% | 38 |
|
|
2020
Q2 | $696K | Hold |
3,775
| – | – | 0.79% | 38 |
|
|
2020
Q1 | $624K | Buy |
3,775
+320
| +9% | +$52.9K | 0.85% | 41 |
|
|
2019
Q4 | $683K | Buy |
+3,455
| New | +$683K | 0.69% | 46 |
|