Union Savings 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 | $1.28M | Sell |
4,258
-83
| -2% | -$24.9K | 0.59% | 32 |
|
2025
Q1 | $1.36M | Sell |
4,341
-194
| -4% | -$60.6K | 0.66% | 27 |
|
2024
Q4 | $1.31M | Sell |
4,535
-66
| -1% | -$19.1K | 0.65% | 31 |
|
2024
Q3 | $1.4M | Sell |
4,601
-134
| -3% | -$40.8K | 0.69% | 30 |
|
2024
Q2 | $1.21M | Sell |
4,735
-436
| -8% | -$111K | 0.63% | 29 |
|
2024
Q1 | $1.46M | Buy |
5,171
+64
| +1% | +$18K | 0.76% | 26 |
|
2023
Q4 | $1.51M | Sell |
5,107
-100
| -2% | -$29.7K | 0.86% | 24 |
|
2023
Q3 | $1.37M | Buy |
5,207
+297
| +6% | +$78.2K | 0.86% | 26 |
|
2023
Q2 | $1.44M | Buy |
+4,910
| New | +$1.44M | 0.86% | 24 |
|