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