Umpqua Bank’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 | $2.67M | Buy |
9,166
+133
| +1% | +$38.8K | 0.81% | 29 |
|
|
2025
Q1 | $2.82M | Buy |
9,033
+257
| +3% | +$80.3K | 0.98% | 27 |
|
|
2024
Q4 | $2.47M | Buy |
8,776
+1,573
| +22% | +$443K | 0.85% | 30 |
|
|
2024
Q3 | $2.19M | Buy |
7,203
+172
| +2% | +$52.4K | 0.8% | 34 |
|
|
2024
Q2 | $1.79M | Buy |
7,031
+365
| +5% | +$93K | 0.69% | 39 |
|
|
2024
Q1 | $1.88M | Buy |
+6,666
| New | +$1.88M | 0.77% | 40 |
|