GenTrust’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 | – | Sell |
-1,118
| Closed | -$349K | – | 191 |
|
|
2025
Q1 | $349K | Hold |
1,118
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $324K | Hold |
1,118
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $341K | Buy |
+1,118
| New | +$341K | 0.02% | 153 |
|
|
2024
Q2 | – | Sell |
-1,043
| Closed | -$294K | – | 184 |
|
|
2024
Q1 | $294K | Buy |
1,043
+210
| +25% | +$59.2K | 0.02% | 116 |
|
|
2023
Q4 | $247K | Hold |
833
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $220K | Hold |
833
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $249K | Hold |
833
| – | – | 0.02% | 126 |
|
|
2023
Q1 | $233K | Buy |
+833
| New | +$233K | 0.02% | 132 |
|