Bell Bank’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 | $3.79M | Buy |
12,989
+168
| +1% | +$49.1K | 0.18% | 59 |
|
2025
Q1 | $4M | Buy |
12,821
+122
| +1% | +$38.1K | 0.22% | 57 |
|
2024
Q4 | $3.68M | Buy |
12,699
+371
| +3% | +$108K | 0.27% | 54 |
|
2024
Q3 | $3.75M | Buy |
12,328
+23
| +0.2% | +$7K | 0.44% | 51 |
|
2024
Q2 | $3.14M | Sell |
12,305
-2,983
| -20% | -$760K | 0.26% | 51 |
|
2024
Q1 | $4.31M | Buy |
15,288
+416
| +3% | +$117K | 0.37% | 46 |
|
2023
Q4 | $4.41M | Buy |
14,872
+235
| +2% | +$69.7K | 0.43% | 45 |
|
2023
Q3 | $3.86M | Buy |
14,637
+281
| +2% | +$74K | 0.42% | 45 |
|
2023
Q2 | $4.28M | Buy |
14,356
+296
| +2% | +$88.3K | 0.45% | 44 |
|
2023
Q1 | $3.93M | Buy |
14,060
+67
| +0.5% | +$18.7K | 0.42% | 46 |
|
2022
Q4 | $3.69M | Buy |
13,993
+1
| +0% | +$264 | 0.43% | 46 |
|
2022
Q3 | $3.23M | Buy |
13,992
+2
| +0% | +$461 | 0.41% | 46 |
|
2022
Q2 | $3.45M | Buy |
13,990
+251
| +2% | +$62K | 0.41% | 46 |
|
2022
Q1 | $3.4M | Sell |
13,739
-30
| -0.2% | -$7.42K | 0.38% | 47 |
|
2021
Q4 | $3.69M | Hold |
13,769
| – | – | 0.42% | 47 |
|
2021
Q3 | $3.32M | Hold |
13,769
| – | – | 0.41% | 45 |
|
2021
Q2 | $3.18M | Sell |
13,769
-15
| -0.1% | -$3.47K | 0.42% | 46 |
|
2021
Q1 | $3.09M | Sell |
13,784
-8
| -0.1% | -$1.79K | 0.44% | 45 |
|
2020
Q4 | $2.96M | Buy |
13,792
+101
| +0.7% | +$21.7K | 0.46% | 42 |
|
2020
Q3 | $3.01M | Sell |
13,691
-74
| -0.5% | -$16.2K | 0.53% | 24 |
|
2020
Q2 | $2.54M | Sell |
13,765
-13,663
| -50% | -$2.52M | 0.47% | 42 |
|
2020
Q1 | $4.54M | Sell |
27,428
-3
| -0% | -$496 | 0.98% | 10 |
|
2019
Q4 | $5.42M | Buy |
27,431
+38
| +0.1% | +$7.51K | 0.98% | 11 |
|
2019
Q3 | $5.88M | Sell |
27,393
-281
| -1% | -$60.3K | 1.12% | 9 |
|
2019
Q2 | $5.75M | Sell |
27,674
-73
| -0.3% | -$15.2K | 1.29% | 6 |
|
2019
Q1 | $5.27M | Sell |
27,747
-1,640
| -6% | -$311K | 1.41% | 6 |
|
2018
Q4 | $5.22M | Sell |
29,387
-551
| -2% | -$97.8K | 1.6% | 4 |
|
2018
Q3 | $5.01M | Sell |
29,938
-685
| -2% | -$115K | 1.54% | 5 |
|
2018
Q2 | $4.8M | Sell |
30,623
-216
| -0.7% | -$33.8K | 1.48% | 5 |
|
2018
Q1 | $4.82M | Buy |
30,839
+84
| +0.3% | +$13.1K | 1.54% | 7 |
|
2017
Q4 | $5.29M | Sell |
30,755
-3,785
| -11% | -$652K | 1.49% | 5 |
|
2017
Q3 | $5.41M | Sell |
34,540
-335
| -1% | -$52.5K | 1.58% | 5 |
|
2017
Q2 | $5.34M | Sell |
34,875
-2,043
| -6% | -$313K | 1.89% | 6 |
|
2017
Q1 | $4.79M | Sell |
36,918
-4,108
| -10% | -$532K | 1.78% | 7 |
|
2016
Q4 | $4.99M | Buy |
41,026
+1,368
| +3% | +$167K | 1.95% | 8 |
|
2016
Q3 | $4.58M | Buy |
39,658
+1,439
| +4% | +$166K | 2.88% | 5 |
|
2016
Q2 | $4.6M | Buy |
38,219
+2,026
| +6% | +$244K | 2.64% | 5 |
|
2016
Q1 | $4.55M | Buy |
36,193
+1,085
| +3% | +$136K | 2.96% | 4 |
|
2015
Q4 | $4.15M | Buy |
35,108
+4,725
| +16% | +$558K | 2.98% | 3 |
|
2015
Q3 | $2.99M | Sell |
30,383
-2,079
| -6% | -$205K | 2.38% | 2 |
|
2015
Q2 | $3.09M | Sell |
32,462
-510
| -2% | -$48.5K | 2.29% | 4 |
|
2015
Q1 | $3.21M | Buy |
32,972
+31
| +0.1% | +$3.02K | 2.26% | 3 |
|
2014
Q4 | $3.09M | Buy |
32,941
+6,662
| +25% | +$624K | 2.12% | 3 |
|
2014
Q3 | $2.49M | Buy |
26,279
+351
| +1% | +$33.3K | 1.79% | 7 |
|
2014
Q2 | $2.61M | Sell |
25,928
-1,492
| -5% | -$150K | 1.84% | 6 |
|
2014
Q1 | $2.69M | Buy |
27,420
+4,691
| +21% | +$460K | 1.79% | 5 |
|
2013
Q4 | $2.21M | Sell |
22,729
-15,921
| -41% | -$1.54M | 1.14% | 12 |
|
2013
Q3 | $3.72M | Sell |
38,650
-2,104
| -5% | -$202K | 1.3% | 5 |
|
2013
Q2 | $4.04M | Buy |
+40,754
| New | +$4.04M | 1.41% | 3 |
|