SlateStone Wealth’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 | $4.58M | Buy |
15,659
+187
| +1% | +$54.6K | 0.43% | 69 |
|
|
2025
Q1 | $4.83M | Buy |
15,472
+182
| +1% | +$56.9K | 0.49% | 61 |
|
|
2024
Q4 | $4.43M | Buy |
15,290
+783
| +5% | +$227K | 0.43% | 65 |
|
|
2024
Q3 | $4.42M | Sell |
14,507
-3,878
| -21% | -$1.18M | 0.4% | 69 |
|
|
2024
Q2 | $4.69M | Buy |
18,385
+2,371
| +15% | +$604K | 0.51% | 50 |
|
|
2024
Q1 | $4.52M | Buy |
16,014
+2,698
| +20% | +$761K | 0.45% | 65 |
|
|
2023
Q4 | $3.95M | Sell |
13,316
-1,077
| -7% | -$319K | 0.51% | 53 |
|
|
2023
Q3 | $3.79M | Buy |
14,393
+5,900
| +69% | +$1.55M | 0.55% | 52 |
|
|
2023
Q2 | $2.54M | Sell |
8,493
-168
| -2% | -$50.1K | 0.48% | 49 |
|
|
2023
Q1 | $2.42M | Buy |
8,661
+2,168
| +33% | +$606K | 0.5% | 46 |
|
|
2022
Q4 | $1.71M | Buy |
6,493
+718
| +12% | +$189K | 0.41% | 51 |
|
|
2022
Q3 | $1.33M | Sell |
5,775
-2,228
| -28% | -$514K | 0.35% | 60 |
|
|
2022
Q2 | $1.98M | Sell |
8,003
-1,999
| -20% | -$494K | 0.5% | 45 |
|
|
2022
Q1 | $2.47M | Buy |
10,002
+528
| +6% | +$131K | 0.55% | 44 |
|
|
2021
Q4 | $2.54M | Buy |
9,474
+51
| +0.5% | +$13.7K | 0.54% | 49 |
|
|
2021
Q3 | $2.27M | Sell |
9,423
-496
| -5% | -$120K | 0.52% | 46 |
|
|
2021
Q2 | $2.29M | Sell |
9,919
-34
| -0.3% | -$7.85K | 0.52% | 47 |
|
|
2021
Q1 | $2.23M | Sell |
9,953
-225
| -2% | -$50.4K | 0.55% | 47 |
|
|
2020
Q4 | $2.18M | Buy |
10,178
+370
| +4% | +$79.4K | 0.54% | 49 |
|
|
2020
Q3 | $2.15M | Sell |
9,808
-68
| -0.7% | -$14.9K | 0.46% | 58 |
|
|
2020
Q2 | $1.82M | Buy |
9,876
+5,426
| +122% | +$1M | 0.41% | 66 |
|
|
2020
Q1 | $736K | Sell |
4,450
-7,632
| -63% | -$1.26M | 0.21% | 95 |
|
|
2019
Q4 | $2.39M | Buy |
12,082
+2,557
| +27% | +$505K | 0.55% | 49 |
|
|
2019
Q3 | $2.05M | Buy |
9,525
+342
| +4% | +$73.4K | 0.6% | 43 |
|
|
2019
Q2 | $1.91M | Buy |
9,183
+160
| +2% | +$33.2K | 0.54% | 50 |
|
|
2019
Q1 | $1.71M | Buy |
9,023
+981
| +12% | +$186K | 0.53% | 48 |
|
|
2018
Q4 | $1.43M | Buy |
+8,042
| New | +$1.43M | 0.66% | 41 |
|