LPT
Legacy Private Trust’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
8,635
+47
| +0.5% | +$13.7K | 0.16% | 98 |
|
|
2025
Q1 | $2.68M | Sell |
8,588
-2,844
| -25% | -$888K | 0.18% | 91 |
|
|
2024
Q4 | $3.31M | Sell |
11,432
-457
| -4% | -$132K | 0.22% | 90 |
|
|
2024
Q3 | $3.62M | Sell |
11,889
-11,321
| -49% | -$3.45M | 0.24% | 82 |
|
|
2024
Q2 | $5.91M | Buy |
23,210
+1,101
| +5% | +$281K | 0.42% | 56 |
|
|
2024
Q1 | $6.23M | Sell |
22,109
-968
| -4% | -$273K | 0.46% | 53 |
|
|
2023
Q4 | $6.84M | Buy |
23,077
+339
| +1% | +$101K | 0.54% | 46 |
|
|
2023
Q3 | $5.99M | Sell |
22,738
-538
| -2% | -$142K | 0.52% | 50 |
|
|
2023
Q2 | $6.95M | Buy |
23,276
+838
| +4% | +$250K | 0.57% | 45 |
|
|
2023
Q1 | $6.27M | Buy |
22,438
+8
| +0% | +$2.24K | 0.53% | 52 |
|
|
2022
Q4 | $5.91M | Sell |
22,430
-2,301
| -9% | -$606K | 0.53% | 53 |
|
|
2022
Q3 | $5.71M | Buy |
24,731
+1,328
| +6% | +$306K | 0.54% | 54 |
|
|
2022
Q2 | $5.78M | Buy |
23,403
+19,485
| +497% | +$4.81M | 0.52% | 54 |
|
|
2022
Q1 | $969K | Buy |
3,918
+156
| +4% | +$38.6K | 0.08% | 147 |
|
|
2021
Q4 | $1.01M | Sell |
3,762
-130
| -3% | -$34.8K | 0.08% | 148 |
|
|
2021
Q3 | $938K | Hold |
3,892
| – | – | 0.08% | 147 |
|
|
2021
Q2 | $899K | Sell |
3,892
-91
| -2% | -$21K | 0.08% | 155 |
|
|
2021
Q1 | $893K | Sell |
3,983
-445
| -10% | -$99.8K | 0.08% | 143 |
|
|
2020
Q4 | $950K | Hold |
4,428
| – | – | 0.09% | 132 |
|
|
2020
Q3 | $972K | Sell |
4,428
-142
| -3% | -$31.2K | 0.1% | 128 |
|
|
2020
Q2 | $843K | Sell |
4,570
-204
| -4% | -$37.6K | 0.09% | 131 |
|
|
2020
Q1 | $789K | Sell |
4,774
-58
| -1% | -$9.59K | 0.1% | 131 |
|
|
2019
Q4 | $955K | Buy |
4,832
+154
| +3% | +$30.4K | 0.1% | 142 |
|
|
2019
Q3 | $1M | Hold |
4,678
| – | – | 0.11% | 135 |
|
|
2019
Q2 | $971K | Buy |
4,678
+52
| +1% | +$10.8K | 0.11% | 142 |
|
|
2019
Q1 | $878K | Sell |
4,626
-192
| -4% | -$36.4K | 0.1% | 137 |
|
|
2018
Q4 | $856K | Sell |
4,818
-95
| -2% | -$16.9K | 0.11% | 137 |
|
|
2018
Q3 | $822K | Sell |
4,913
-740
| -13% | -$124K | 0.09% | 138 |
|
|
2018
Q2 | $886K | Sell |
5,653
-440
| -7% | -$69K | 0.11% | 142 |
|
|
2018
Q1 | $953K | Sell |
6,093
-80
| -1% | -$12.5K | 0.11% | 140 |
|
|
2017
Q4 | $1.06M | Hold |
6,173
| – | – | 0.12% | 127 |
|
|
2017
Q3 | $967K | Sell |
6,173
-655
| -10% | -$103K | 0.12% | 133 |
|
|
2017
Q2 | $1.05M | Hold |
6,828
| – | – | 0.13% | 125 |
|
|
2017
Q1 | $885K | Sell |
6,828
-820
| -11% | -$106K | 0.11% | 146 |
|
|
2016
Q4 | $931K | Sell |
7,648
-816
| -10% | -$99.3K | 0.13% | 143 |
|
|
2016
Q3 | $976K | Sell |
8,464
-12,155
| -59% | -$1.4M | 0.13% | 136 |
|
|
2016
Q2 | $2.48M | Sell |
20,619
-1,463
| -7% | -$176K | 0.36% | 83 |
|
|
2016
Q1 | $2.78M | Buy |
22,082
+1,466
| +7% | +$184K | 0.42% | 69 |
|
|
2015
Q4 | $2.44M | Buy |
20,616
+5,590
| +37% | +$661K | 0.37% | 75 |
|
|
2015
Q3 | $1.48M | Sell |
15,026
-200
| -1% | -$19.7K | 0.23% | 105 |
|
|
2015
Q2 | $1.45M | Sell |
15,226
-1,194
| -7% | -$113K | 0.22% | 115 |
|
|
2015
Q1 | $1.6M | Sell |
16,420
-50
| -0.3% | -$4.87K | 0.23% | 109 |
|
|
2014
Q4 | $1.54M | Sell |
16,470
-1,521
| -8% | -$142K | 0.23% | 112 |
|
|
2014
Q3 | $1.71M | Sell |
17,991
-1,624
| -8% | -$154K | 0.26% | 103 |
|
|
2014
Q2 | $1.98M | Buy |
19,615
+7,950
| +68% | +$801K | 0.31% | 91 |
|
|
2014
Q1 | $1.14M | Buy |
11,665
+194
| +2% | +$19K | 0.2% | 105 |
|
|
2013
Q4 | $1.11M | Hold |
11,471
| – | – | 0.2% | 101 |
|
|
2013
Q3 | $1.1M | Sell |
11,471
-568
| -5% | -$54.7K | 0.23% | 87 |
|
|
2013
Q2 | $1.19M | Buy |
+12,039
| New | +$1.19M | 0.28% | 83 |
|