Exchange 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 | $649K | Sell |
2,221
-338
| -13% | -$98.8K | 0.51% | 56 |
|
|
2025
Q1 | $799K | Buy |
2,559
+23
| +0.9% | +$7.19K | 0.64% | 45 |
|
|
2024
Q4 | $735K | Sell |
2,536
-446
| -15% | -$129K | 0.59% | 50 |
|
|
2024
Q3 | $908K | Buy |
2,982
+330
| +12% | +$100K | 0.74% | 39 |
|
|
2024
Q2 | $676K | Sell |
2,652
-5
| -0.2% | -$1.27K | 0.57% | 50 |
|
|
2024
Q1 | $749K | Buy |
2,657
+50
| +2% | +$14.1K | 0.62% | 45 |
|
|
2023
Q4 | $773K | Sell |
2,607
-187
| -7% | -$55.4K | 0.67% | 42 |
|
|
2023
Q3 | $736K | Hold |
2,794
| – | – | 0.71% | 42 |
|
|
2023
Q2 | $834K | Buy |
+2,794
| New | +$834K | 0.81% | 34 |
|