Security National Bank’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 | $502K | Hold |
1,717
| – | – | 0.09% | 85 |
|
|
2025
Q1 | $536K | Sell |
1,717
-65
| -4% | -$20.3K | 0.1% | 84 |
|
|
2024
Q4 | $517K | Sell |
1,782
-271
| -13% | -$78.6K | 0.07% | 77 |
|
|
2024
Q3 | $625K | Hold |
2,053
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $523K | Hold |
2,053
| – | – | 0.08% | 80 |
|
|
2024
Q1 | $579K | Buy |
2,053
+79
| +4% | +$22.3K | 0.09% | 72 |
|
|
2023
Q4 | $585K | Hold |
1,974
| – | – | 0.13% | 72 |
|
|
2023
Q3 | $524K | Buy |
1,974
+50
| +3% | +$13.3K | 0.15% | 69 |
|
|
2023
Q2 | $574K | Buy |
1,924
+80
| +4% | +$23.9K | 0.15% | 68 |
|
|
2023
Q1 | $516K | Sell |
1,844
-50
| -3% | -$14K | 0.14% | 69 |
|
|
2022
Q4 | $499K | Hold |
1,894
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $437K | Sell |
1,894
-10
| -0.5% | -$2.31K | 0.12% | 71 |
|
|
2022
Q2 | $470K | Sell |
1,904
-161
| -8% | -$39.7K | 0.13% | 67 |
|
|
2022
Q1 | $511K | Buy |
2,065
+13
| +0.6% | +$3.22K | 0.12% | 70 |
|
|
2021
Q4 | $550K | Sell |
2,052
-448
| -18% | -$120K | 0.12% | 65 |
|
|
2021
Q3 | $603K | Buy |
2,500
+700
| +39% | +$169K | 0.15% | 63 |
|
|
2021
Q2 | $416K | Hold |
1,800
| – | – | 0.11% | 69 |
|
|
2021
Q1 | $403K | Buy |
+1,800
| New | +$403K | 0.12% | 67 |
|