SAMT
Select Asset Management & Trust’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Hold |
9,996
| – | – | 1% | 19 |
|
|
2025
Q1 | $3.12M | Hold |
9,996
| – | – | 1.25% | 16 |
|
|
2024
Q4 | $2.9M | Sell |
9,996
-9,500
| -49% | -$2.75M | 1.12% | 15 |
|
|
2024
Q3 | $5.94M | Hold |
19,496
| – | – | 2.19% | 10 |
|
|
2024
Q2 | $4.97M | Hold |
19,496
| – | – | 1.98% | 10 |
|
|
2024
Q1 | $5.5M | Sell |
19,496
-4,000
| -17% | -$1.13M | 2.28% | 11 |
|
|
2023
Q4 | $6.97M | Sell |
23,496
-12,500
| -35% | -$3.71M | 3.43% | 8 |
|
|
2023
Q3 | $9.48M | Sell |
35,996
-10,000
| -22% | -$2.63M | 5.51% | 5 |
|
|
2023
Q2 | $13.7M | Buy |
+45,996
| New | +$13.7M | 8.38% | 2 |
|