Legacy 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 | $467K | Buy |
1,600
+15
| +0.9% | +$4.38K | 0.11% | 106 |
|
2025
Q1 | $495K | Hold |
1,585
| – | – | 0.12% | 107 |
|
2024
Q4 | $459K | Sell |
1,585
-140
| -8% | -$40.6K | 0.11% | 109 |
|
2024
Q3 | $525K | Buy |
1,725
+77
| +5% | +$23.4K | 0.12% | 105 |
|
2024
Q2 | $420K | Sell |
1,648
-63
| -4% | -$16.1K | 0.1% | 109 |
|
2024
Q1 | $482K | Sell |
1,711
-340
| -17% | -$95.9K | 0.12% | 108 |
|
2023
Q4 | $608K | Sell |
2,051
-8
| -0.4% | -$2.37K | 0.16% | 96 |
|
2023
Q3 | $542K | Sell |
2,059
-68
| -3% | -$17.9K | 0.16% | 95 |
|
2023
Q2 | $635K | Buy |
2,127
+19
| +0.9% | +$5.67K | 0.17% | 89 |
|
2023
Q1 | $589K | Sell |
2,108
-6
| -0.3% | -$1.68K | 0.18% | 92 |
|
2022
Q4 | $557K | Buy |
+2,114
| New | +$557K | 0.17% | 91 |
|