Heartland 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 | $600K | Sell |
2,052
-25
| -1% | -$7.3K | 0.28% | 83 |
|
2025
Q1 | $649K | Buy |
2,077
+303
| +17% | +$94.6K | 0.33% | 76 |
|
2024
Q4 | $514K | Sell |
1,774
-211
| -11% | -$61.2K | 0.28% | 77 |
|
2024
Q3 | $604K | Sell |
1,985
-152
| -7% | -$46.3K | 0.33% | 74 |
|
2024
Q2 | $545K | Sell |
2,137
-26
| -1% | -$6.63K | 0.31% | 77 |
|
2024
Q1 | $610K | Buy |
2,163
+3
| +0.1% | +$846 | 0.35% | 74 |
|
2023
Q4 | $640K | Sell |
2,160
-14
| -0.6% | -$4.15K | 0.44% | 59 |
|
2023
Q3 | $573K | Sell |
2,174
-2
| -0.1% | -$527 | 0.45% | 62 |
|
2023
Q2 | $649K | Sell |
2,176
-91
| -4% | -$27.2K | 0.51% | 52 |
|
2023
Q1 | $634K | Buy |
+2,267
| New | +$634K | 0.48% | 56 |
|