FWTB
First Western Trust Bank’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Sell |
26,502
-833
| -3% | -$243K | 0.35% | 21 |
|
|
2025
Q1 | $8.54M | Sell |
27,335
-1,579
| -5% | -$493K | 0.41% | 19 |
|
|
2024
Q4 | $8.38M | Sell |
28,914
-405
| -1% | -$117K | 0.39% | 20 |
|
|
2024
Q3 | $8.93M | Sell |
29,319
-3,279
| -10% | -$998K | 0.4% | 21 |
|
|
2024
Q2 | $8.31M | Sell |
32,598
-5,307
| -14% | -$1.35M | 0.4% | 21 |
|
|
2024
Q1 | $10.7M | Sell |
37,905
-1,122
| -3% | -$316K | 0.49% | 20 |
|
|
2023
Q4 | $11.6M | Sell |
39,027
-691
| -2% | -$205K | 0.58% | 16 |
|
|
2023
Q3 | $10.5M | Sell |
39,718
-1,474
| -4% | -$388K | 0.56% | 18 |
|
|
2023
Q2 | $12.3M | Sell |
41,192
-492
| -1% | -$147K | 0.6% | 16 |
|
|
2023
Q1 | $11.7M | Buy |
41,684
+1,428
| +4% | +$399K | 0.61% | 15 |
|
|
2022
Q4 | $10.6M | Buy |
40,256
+1,291
| +3% | +$340K | 0.61% | 11 |
|
|
2022
Q3 | $8.99M | Buy |
38,965
+1,199
| +3% | +$277K | 0.6% | 13 |
|
|
2022
Q2 | $9.36M | Sell |
37,766
-1,030
| -3% | -$255K | 0.62% | 12 |
|
|
2022
Q1 | $9.66M | Buy |
+38,796
| New | +$9.66M | 0.5% | 23 |
|