Security National Bank’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Hold |
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|
2025
Q2 | $502K | Hold |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $403K | Buy |
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