TAM
Trust Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Hold |
8,264
| – | – | 0.18% | 39 |
|
|
2025
Q1 | $2.58M | Sell |
8,264
-154
| -2% | -$48.1K | 0.21% | 34 |
|
|
2024
Q4 | $2.44M | Hold |
8,418
| – | – | 0.19% | 34 |
|
|
2024
Q3 | $2.56M | Hold |
8,418
| – | – | 0.2% | 33 |
|
|
2024
Q2 | $2.15M | Hold |
8,418
| – | – | 0.18% | 38 |
|
|
2024
Q1 | $2.37M | Hold |
8,418
| – | – | 0.21% | 35 |
|
|
2023
Q4 | $2.5M | Hold |
8,418
| – | – | 0.24% | 31 |
|
|
2023
Q3 | $2.22M | Hold |
8,418
| – | – | 0.24% | 32 |
|
|
2023
Q2 | $2.51M | Hold |
8,418
| – | – | 0.26% | 27 |
|
|
2023
Q1 | $2.35M | Buy |
8,418
+21
| +0.3% | +$5.87K | 0.26% | 30 |
|
|
2022
Q4 | $2.21M | Hold |
8,397
| – | – | 0.28% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
8,397
+531
| +7% | +$123K | 0.26% | 30 |
|
|
2022
Q2 | $1.94M | Buy |
7,866
+356
| +5% | +$87.9K | 0.27% | 31 |
|
|
2022
Q1 | $1.86M | Buy |
7,510
+269
| +4% | +$66.5K | 0.23% | 40 |
|
|
2021
Q4 | $1.94M | Hold |
7,241
| – | – | 0.24% | 43 |
|
|
2021
Q3 | $1.75M | Buy |
7,241
+480
| +7% | +$116K | 0.24% | 45 |
|
|
2021
Q2 | $1.56M | Buy |
6,761
+734
| +12% | +$170K | 0.21% | 46 |
|
|
2021
Q1 | $1.35M | Buy |
6,027
+1,066
| +21% | +$239K | 0.18% | 48 |
|
|
2020
Q4 | $1.07M | Buy |
4,961
+1,157
| +30% | +$248K | 0.16% | 47 |
|
|
2020
Q3 | $835K | Buy |
3,804
+1,678
| +79% | +$368K | 0.15% | 40 |
|
|
2020
Q2 | $392K | Buy |
+2,126
| New | +$392K | 0.07% | 47 |
|
|
2018
Q3 | – | Sell |
-2,136
| Closed | -$335K | – | 82 |
|
|
2018
Q2 | $335K | Buy |
+2,136
| New | +$335K | 0.13% | 27 |
|