Texas Capital Bank Wealth Management Services’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 | $1.13M | Buy |
3,884
+294
| +8% | +$85.9K | 0.11% | 86 |
|
|
2025
Q1 | $1.12M | Buy |
3,590
+787
| +28% | +$246K | 0.11% | 77 |
|
|
2024
Q4 | $813K | Sell |
2,803
-59
| -2% | -$17.1K | 0.08% | 83 |
|
|
2024
Q3 | $872K | Buy |
2,862
+456
| +19% | +$139K | 0.09% | 82 |
|
|
2024
Q2 | $613K | Buy |
2,406
+801
| +50% | +$204K | 0.06% | 107 |
|
|
2024
Q1 | $453K | Buy |
1,605
+218
| +16% | +$61.5K | 0.05% | 118 |
|
|
2023
Q4 | $411K | Buy |
1,387
+233
| +20% | +$69.1K | 0.05% | 122 |
|
|
2023
Q3 | $304K | Sell |
1,154
-491
| -30% | -$129K | 0.04% | 152 |
|
|
2023
Q2 | $491K | Buy |
1,645
+61
| +4% | +$18.2K | 0.05% | 124 |
|
|
2023
Q1 | $443K | Hold |
1,584
| – | – | 0.05% | 122 |
|
|
2022
Q4 | $417K | Hold |
1,584
| – | – | 0.05% | 115 |
|
|
2022
Q3 | $365K | Hold |
1,584
| – | – | 0.05% | 105 |
|
|
2022
Q2 | $391K | Sell |
1,584
-43
| -3% | -$10.6K | 0.05% | 101 |
|
|
2022
Q1 | $402K | Buy |
1,627
+33
| +2% | +$8.15K | 0.04% | 115 |
|
|
2021
Q4 | $427K | Buy |
1,594
+27
| +2% | +$7.23K | 0.04% | 117 |
|
|
2021
Q3 | $378K | Hold |
1,567
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $362K | Sell |
1,567
-11
| -0.7% | -$2.54K | 0.05% | 111 |
|
|
2021
Q1 | $354K | Sell |
1,578
-5,199
| -77% | -$1.17M | 0.05% | 107 |
|
|
2020
Q4 | $1.45M | Buy |
6,777
+5,312
| +363% | +$1.14M | 0.21% | 65 |
|
|
2020
Q3 | $322K | Sell |
1,465
-2
| -0.1% | -$440 | 0.05% | 125 |
|
|
2020
Q2 | $271K | Sell |
1,467
-2
| -0.1% | -$369 | 0.06% | 93 |
|
|
2020
Q1 | $243K | Buy |
1,469
+1
| +0.1% | +$165 | 0.07% | 94 |
|
|
2019
Q4 | $290K | Buy |
+1,468
| New | +$290K | 0.06% | 101 |
|