Plimoth 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 | $5.12M | Buy |
17,517
+8
| +0% | +$2.34K | 1.23% | 20 |
|
2025
Q1 | $5.47M | Buy |
17,509
+81
| +0.5% | +$25.3K | 1.42% | 15 |
|
2024
Q4 | $5.05M | Sell |
17,428
-204
| -1% | -$59.1K | 1.3% | 19 |
|
2024
Q3 | $5.37M | Sell |
17,632
-817
| -4% | -$249K | 1.35% | 21 |
|
2024
Q2 | $4.7M | Sell |
18,449
-327
| -2% | -$83.3K | 1.25% | 22 |
|
2024
Q1 | $5.29M | Sell |
18,776
-898
| -5% | -$253K | 1.41% | 18 |
|
2023
Q4 | $5.83M | Buy |
19,674
+81
| +0.4% | +$24K | 1.68% | 11 |
|
2023
Q3 | $5.16M | Buy |
19,593
+1,291
| +7% | +$340K | 1.62% | 13 |
|
2023
Q2 | $5.46M | Sell |
18,302
-100
| -0.5% | -$29.8K | 1.63% | 11 |
|
2023
Q1 | $5.15M | Buy |
18,402
+644
| +4% | +$180K | 1.6% | 13 |
|
2022
Q4 | $4.68M | Sell |
17,758
-703
| -4% | -$185K | 1.51% | 14 |
|
2022
Q3 | $4.26M | Buy |
18,461
+69
| +0.4% | +$15.9K | 1.47% | 15 |
|
2022
Q2 | $4.54M | Sell |
18,392
-1,182
| -6% | -$292K | 1.43% | 15 |
|
2022
Q1 | $4.84M | Sell |
19,574
-458
| -2% | -$113K | 1.29% | 19 |
|
2021
Q4 | $5.37M | Buy |
20,032
+394
| +2% | +$106K | 1.36% | 16 |
|
2021
Q3 | $4.74M | Buy |
19,638
+472
| +2% | +$114K | 1.34% | 16 |
|
2021
Q2 | $4.43M | Buy |
19,166
+273
| +1% | +$63.1K | 1.24% | 19 |
|
2021
Q1 | $4.23M | Buy |
18,893
+997
| +6% | +$223K | 1.25% | 19 |
|
2020
Q4 | $3.84M | Buy |
17,896
+1,867
| +12% | +$401K | 1.2% | 21 |
|
2020
Q3 | $3.52M | Buy |
16,029
+1,614
| +11% | +$354K | 1.18% | 23 |
|
2020
Q2 | $2.66M | Buy |
14,415
+167
| +1% | +$30.8K | 0.95% | 35 |
|
2020
Q1 | $2.36M | Sell |
14,248
-145
| -1% | -$24K | 0.99% | 30 |
|
2019
Q4 | $2.85M | Sell |
14,393
-144
| -1% | -$28.5K | 0.92% | 29 |
|
2019
Q3 | $3.12M | Sell |
14,537
-871
| -6% | -$187K | 1.02% | 25 |
|
2019
Q2 | $3.2M | Sell |
15,408
-602
| -4% | -$125K | 1.05% | 23 |
|
2019
Q1 | $3.04M | Sell |
16,010
-265
| -2% | -$50.3K | 1.01% | 25 |
|
2018
Q4 | $2.89M | Sell |
16,275
-1,190
| -7% | -$211K | 1.07% | 23 |
|
2018
Q3 | $2.92M | Sell |
17,465
-175
| -1% | -$29.3K | 0.95% | 27 |
|
2018
Q2 | $2.76M | Sell |
17,640
-778
| -4% | -$122K | 0.95% | 28 |
|
2018
Q1 | $2.88M | Sell |
18,418
-792
| -4% | -$124K | 0.99% | 27 |
|
2017
Q4 | $3.31M | Buy |
+19,210
| New | +$3.31M | 1.18% | 23 |
|