FineMark National Bank & 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 | $10.9M | Sell |
37,470
-5,303
| -12% | -$1.55M | 0.37% | 73 |
|
|
2025
Q1 | $13.4M | Sell |
42,773
-1,449
| -3% | -$453K | 0.49% | 65 |
|
|
2024
Q4 | $12.8M | Sell |
44,222
-515
| -1% | -$149K | 0.45% | 62 |
|
|
2024
Q3 | $13.6M | Sell |
44,737
-841
| -2% | -$256K | 0.47% | 66 |
|
|
2024
Q2 | $11.6M | Sell |
45,578
-16,033
| -26% | -$4.09M | 0.43% | 72 |
|
|
2024
Q1 | $17.4M | Buy |
61,611
+1,240
| +2% | +$350K | 0.65% | 36 |
|
|
2023
Q4 | $17.9M | Buy |
60,371
+237
| +0.4% | +$70.3K | 0.73% | 29 |
|
|
2023
Q3 | $15.8M | Sell |
60,134
-454
| -0.7% | -$120K | 0.69% | 30 |
|
|
2023
Q2 | $18.1M | Sell |
60,588
-7,561
| -11% | -$2.26M | 0.74% | 28 |
|
|
2023
Q1 | $19.1M | Buy |
68,149
+690
| +1% | +$193K | 0.81% | 20 |
|
|
2022
Q4 | $17.8M | Sell |
67,459
-1,022
| -1% | -$269K | 0.8% | 27 |
|
|
2022
Q3 | $15.8M | Buy |
68,481
+544
| +0.8% | +$126K | 0.76% | 24 |
|
|
2022
Q2 | $16.8M | Buy |
67,937
+823
| +1% | +$203K | 0.74% | 28 |
|
|
2022
Q1 | $16.6M | Buy |
67,114
+1,056
| +2% | +$261K | 0.66% | 34 |
|
|
2021
Q4 | $17.7M | Sell |
66,058
-618
| -0.9% | -$166K | 0.67% | 30 |
|
|
2021
Q3 | $16.1M | Buy |
66,676
+480
| +0.7% | +$116K | 0.68% | 33 |
|
|
2021
Q2 | $15.3M | Buy |
66,196
+1,636
| +3% | +$378K | 0.62% | 37 |
|
|
2021
Q1 | $14.5M | Buy |
64,560
+2,016
| +3% | +$452K | 0.61% | 38 |
|
|
2020
Q4 | $13.4M | Sell |
62,544
-2,294
| -4% | -$492K | 0.6% | 38 |
|
|
2020
Q3 | $14.2M | Sell |
64,838
-718
| -1% | -$158K | 0.69% | 31 |
|
|
2020
Q2 | $12.1M | Buy |
65,556
+2,016
| +3% | +$372K | 0.67% | 35 |
|
|
2020
Q1 | $10.5M | Buy |
63,540
+2,901
| +5% | +$480K | 0.66% | 33 |
|
|
2019
Q4 | $12M | Buy |
60,639
+24,233
| +67% | +$4.79M | 0.6% | 42 |
|
|
2019
Q3 | $7.82M | Buy |
36,406
+326
| +0.9% | +$70K | 0.42% | 61 |
|
|
2019
Q2 | $7.49M | Buy |
36,080
+1,403
| +4% | +$291K | 0.42% | 66 |
|
|
2019
Q1 | $6.59M | Sell |
34,677
-3,099
| -8% | -$588K | 0.38% | 65 |
|
|
2018
Q4 | $6.71M | Buy |
37,776
+813
| +2% | +$144K | 0.45% | 60 |
|
|
2018
Q3 | $6.18M | Sell |
36,963
-9,075
| -20% | -$1.52M | 0.38% | 70 |
|
|
2018
Q2 | $7.21M | Buy |
46,038
+2,028
| +5% | +$318K | 0.44% | 49 |
|
|
2018
Q1 | $6.88M | Buy |
44,010
+377
| +0.9% | +$59K | 0.44% | 53 |
|
|
2017
Q4 | $7.51M | Sell |
43,633
-1,120
| -3% | -$193K | 0.48% | 46 |
|
|
2017
Q3 | $7.01M | Sell |
44,753
-1,594
| -3% | -$250K | 0.47% | 48 |
|
|
2017
Q2 | $7.1M | Sell |
46,347
-1,205
| -3% | -$185K | 0.51% | 43 |
|
|
2017
Q1 | $6.16M | Sell |
47,552
-30
| -0.1% | -$3.89K | 0.45% | 53 |
|
|
2016
Q4 | $5.79M | Buy |
47,582
+6,690
| +16% | +$814K | 0.46% | 52 |
|
|
2016
Q3 | $4.72M | Buy |
40,892
+27
| +0.1% | +$3.11K | 0.5% | 56 |
|
|
2016
Q2 | $4.92M | Sell |
40,865
-19
| -0% | -$2.29K | 0.55% | 51 |
|
|
2016
Q1 | $5.14M | Sell |
40,884
-601
| -1% | -$75.5K | 0.6% | 47 |
|
|
2015
Q4 | $4.9M | Sell |
41,485
-1,214
| -3% | -$143K | 0.59% | 47 |
|
|
2015
Q3 | $4.21M | Buy |
42,699
+3,069
| +8% | +$302K | 0.57% | 51 |
|
|
2015
Q2 | $3.77M | Buy |
39,630
+607
| +2% | +$57.7K | 0.49% | 61 |
|
|
2015
Q1 | $3.8M | Sell |
39,023
-243
| -0.6% | -$23.7K | 0.52% | 56 |
|
|
2014
Q4 | $3.68M | Sell |
39,266
-2,198
| -5% | -$206K | 0.54% | 49 |
|
|
2014
Q3 | $3.93M | Sell |
41,464
-268
| -0.6% | -$25.4K | 0.63% | 38 |
|
|
2014
Q2 | $4.21M | Buy |
41,732
+1,029
| +3% | +$104K | 0.71% | 35 |
|
|
2014
Q1 | $3.99M | Buy |
40,703
+2,445
| +6% | +$240K | 0.75% | 33 |
|
|
2013
Q4 | $3.71M | Buy |
38,258
+1,813
| +5% | +$176K | 0.77% | 28 |
|
|
2013
Q3 | $3.51M | Buy |
36,445
+3,883
| +12% | +$374K | 0.87% | 24 |
|
|
2013
Q2 | $3.22M | Buy |
+32,562
| New | +$3.22M | 0.97% | 19 |
|