STA
Summit Trail Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
+14,597
| New | +$4.26M | 0.07% | 140 |
|
|
2024
Q4 | – | Sell |
-6,324
| Closed | -$1.93M | – | 614 |
|
|
2024
Q3 | $1.93M | Buy |
6,324
+2,536
| +67% | +$772K | 0.05% | 164 |
|
|
2024
Q2 | $965K | Sell |
3,788
-1,588
| -30% | -$405K | 0.03% | 249 |
|
|
2024
Q1 | $1.52M | Buy |
5,376
+362
| +7% | +$102K | 0.04% | 164 |
|
|
2023
Q4 | $1.49M | Sell |
5,014
-154
| -3% | -$45.7K | 0.05% | 126 |
|
|
2023
Q3 | $1.36M | Sell |
5,168
-366
| -7% | -$96.4K | 0.05% | 124 |
|
|
2023
Q2 | $1.65M | Buy |
5,534
+3,481
| +170% | +$1.04M | 0.06% | 113 |
|
|
2023
Q1 | $574K | Buy |
2,053
+706
| +52% | +$197K | 0.02% | 199 |
|
|
2022
Q4 | $355K | Sell |
1,347
-328
| -20% | -$86.4K | 0.02% | 249 |
|
|
2022
Q3 | $386K | Buy |
1,675
+171
| +11% | +$39.4K | 0.02% | 219 |
|
|
2022
Q2 | $371K | Buy |
1,504
+258
| +21% | +$63.6K | 0.02% | 232 |
|
|
2022
Q1 | $308K | Buy |
1,246
+216
| +21% | +$53.4K | 0.02% | 241 |
|
|
2021
Q4 | $276K | Sell |
1,030
-109
| -10% | -$29.2K | 0.02% | 240 |
|
|
2021
Q3 | $275K | Buy |
+1,139
| New | +$275K | 0.02% | 212 |
|
|
2020
Q4 | – | Sell |
-1,440
| Closed | -$307K | – | 234 |
|
|
2020
Q3 | $307K | Buy |
+1,440
| New | +$307K | 0.06% | 151 |
|
|
2018
Q2 | – | Sell |
-3,871
| Closed | -$532K | – | 584 |
|
|
2018
Q1 | $532K | Buy |
3,871
+555
| +17% | +$76.3K | 0.09% | 200 |
|
|
2017
Q4 | $582K | Buy |
+3,316
| New | +$582K | 0.07% | 206 |
|