Raymond James Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.1M | Buy |
65,938
+17
| +0% | +$5.18K | 0.44% | 53 |
|
|
2024
Q2 | $16.8M | Buy |
65,921
+3,509
| +6% | +$894K | 0.39% | 60 |
|
|
2024
Q1 | $17.6M | Sell |
62,412
-385
| -0.6% | -$109K | 0.43% | 57 |
|
|
2023
Q4 | $18.6M | Buy |
62,797
+4,431
| +8% | +$1.31M | 0.49% | 46 |
|
|
2023
Q3 | $15.4M | Buy |
58,366
+11,296
| +24% | +$2.98M | 0.46% | 56 |
|
|
2023
Q2 | $14M | Buy |
47,070
+2,713
| +6% | +$810K | 0.41% | 59 |
|
|
2023
Q1 | $12.4M | Buy |
44,357
+129
| +0.3% | +$36.1K | 0.39% | 61 |
|
|
2022
Q4 | $11.7M | Buy |
44,228
+594
| +1% | +$157K | 0.39% | 62 |
|
|
2022
Q3 | $10.1M | Buy |
43,634
+593
| +1% | +$137K | 0.38% | 64 |
|
|
2022
Q2 | $10.6M | Sell |
43,041
-1,388
| -3% | -$343K | 0.38% | 61 |
|
|
2022
Q1 | $11M | Sell |
44,429
-2,533
| -5% | -$626K | 0.34% | 68 |
|
|
2021
Q4 | $12.6M | Sell |
46,962
-2,034
| -4% | -$545K | 0.37% | 64 |
|
|
2021
Q3 | $11.8M | Buy |
48,996
+1,025
| +2% | +$247K | 0.39% | 65 |
|
|
2021
Q2 | $11.1M | Sell |
47,971
-3,578
| -7% | -$826K | 0.37% | 66 |
|
|
2021
Q1 | $11.6M | Buy |
51,549
+1,357
| +3% | +$304K | 0.4% | 60 |
|
|
2020
Q4 | $10.8M | Sell |
50,192
-2,950
| -6% | -$633K | 0.41% | 60 |
|
|
2020
Q3 | $11.7M | Buy |
53,142
+139
| +0.3% | +$30.5K | 0.5% | 49 |
|
|
2020
Q2 | $9.78M | Sell |
53,003
-992
| -2% | -$183K | 0.47% | 53 |
|
|
2020
Q1 | $8.93M | Sell |
53,995
-1,154
| -2% | -$191K | 0.53% | 49 |
|
|
2019
Q4 | $10.9M | Sell |
55,149
-1,158
| -2% | -$229K | 0.52% | 52 |
|
|
2019
Q3 | $12.1M | Buy |
56,307
+1,676
| +3% | +$360K | 0.62% | 37 |
|
|
2019
Q2 | $11.3M | Buy |
54,631
+1,071
| +2% | +$222K | 0.62% | 37 |
|
|
2019
Q1 | $10.2M | Sell |
53,560
-7,641
| -12% | -$1.45M | 0.59% | 40 |
|
|
2018
Q4 | $10.9M | Buy |
61,201
+3,134
| +5% | +$557K | 0.7% | 34 |
|
|
2018
Q3 | $9.71M | Sell |
58,067
-8,743
| -13% | -$1.46M | 0.55% | 44 |
|
|
2018
Q2 | $10.5M | Sell |
66,810
-3,647
| -5% | -$571K | 0.64% | 35 |
|
|
2018
Q1 | $11M | Sell |
70,457
-988
| -1% | -$155K | 0.76% | 25 |
|
|
2017
Q4 | $12.3M | Buy |
71,445
+434
| +0.6% | +$74.7K | 0.83% | 25 |
|
|
2017
Q3 | $11.1M | Sell |
71,011
-5,627
| -7% | -$882K | 0.8% | 23 |
|
|
2017
Q2 | $11.7M | Sell |
76,638
-5,360
| -7% | -$821K | 0.88% | 22 |
|
|
2017
Q1 | $10.6M | Sell |
81,998
-4,227
| -5% | -$548K | 0.81% | 25 |
|
|
2016
Q4 | $10.5M | Buy |
86,225
+1,853
| +2% | +$226K | 0.84% | 24 |
|
|
2016
Q3 | $9.73M | Buy |
84,372
+3,782
| +5% | +$436K | 0.84% | 24 |
|
|
2016
Q2 | $9.7M | Sell |
80,590
-2,056
| -2% | -$247K | 0.85% | 24 |
|
|
2016
Q1 | $10.4M | Sell |
82,646
-2,559
| -3% | -$322K | 0.97% | 21 |
|
|
2015
Q4 | $10.1M | Buy |
85,205
+2,712
| +3% | +$320K | 0.93% | 24 |
|
|
2015
Q3 | $8.13M | Buy |
82,493
+3,078
| +4% | +$303K | 0.91% | 22 |
|
|
2015
Q2 | $7.55M | Buy |
79,415
+1,439
| +2% | +$137K | 0.8% | 29 |
|
|
2015
Q1 | $7.6M | Buy |
77,976
+2,666
| +4% | +$260K | 0.81% | 29 |
|
|
2014
Q4 | $7.06M | Sell |
75,310
-1,077
| -1% | -$101K | 0.76% | 31 |
|
|
2014
Q3 | $7.24M | Buy |
76,387
+2,318
| +3% | +$220K | 0.83% | 25 |
|
|
2014
Q2 | $7.46M | Buy |
74,069
+4,286
| +6% | +$432K | 0.86% | 23 |
|
|
2014
Q1 | $6.84M | Buy |
69,783
+6,434
| +10% | +$631K | 0.84% | 27 |
|
|
2013
Q4 | $6.15M | Buy |
63,349
+754
| +1% | +$73.2K | 0.81% | 25 |
|
|
2013
Q3 | $6.02M | Sell |
62,595
-457
| -0.7% | -$44K | 0.93% | 23 |
|
|
2013
Q2 | $6.24M | Buy |
+63,052
| New | +$6.24M | 1.02% | 23 |
|