Univest Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.04M | Sell |
|
|||||
|
2025
Q2 | $3.91M | Buy |
|
|||||
|
2025
Q1 | $3.96M | Buy |
|
|||||
|
2024
Q4 | $3.59M | Sell |
|
|||||
|
2024
Q3 | $4.02M | Buy |
|
|||||
|
2024
Q2 | $314K | Buy |
|
|||||
|
2024
Q1 | $345K | Buy |
|
|||||
|
2023
Q4 | $355K | Buy |
|
|||||
|
2023
Q3 | $291K | Buy |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $360K | Buy |
|
|||||
|
2022
Q4 | $299K | Sell |
|
|||||
|
2022
Q3 | $283K | Sell |
|
|||||
|
2022
Q2 | $318K | Sell |
|
|||||
|
2022
Q1 | $379K | Buy |
|
|||||
|
2021
Q4 | $391K | Sell |
|
|||||
|
2021
Q3 | $375K | Sell |
|
|||||
|
2021
Q2 | $368K | Sell |
|
|||||
|
2021
Q1 | $368K | Buy |
|
|||||
|
2020
Q4 | $333K | Sell |
|
|||||
|
2020
Q3 | $381K | Sell |
|
|||||
|
2020
Q2 | $340K | Buy |
|
|||||
|
2020
Q1 | $275K | Sell |
|
|||||
|
2019
Q4 | $258K | Buy |
|
|||||
|
2019
Q3 | $318K | Sell |
|
|||||
|
2019
Q2 | $419K | Sell |
|
|||||
|
2019
Q1 | $419K | Buy |
|
|||||
|
2018
Q4 | $356K | Buy |
|
|||||
|
2018
Q3 | $289K | Sell |
|
|||||
|
2018
Q2 | $281K | Buy |
|
|||||
|
2018
Q1 | $278K | Sell |
|
|||||
|
2017
Q4 | $340K | Sell |
|
|||||
|
2017
Q3 | $328K | Buy |
|
|||||
|
2017
Q2 | $311K | Sell |
|
|||||
|
2017
Q1 | $279K | Buy |
|
|||||
|
2016
Q4 | $258K | Sell |
|
|||||
|
2016
Q3 | $271K | Buy |
|
|||||
|
2016
Q2 | $250K | Sell |
|
|||||
|
2016
Q1 | $309K | Hold |
|
|||||
|
2015
Q4 | $291K | Sell |
|
|||||
|
2015
Q3 | $287K | Buy |
|
|||||
|
2015
Q2 | $272K | Buy |
|
|||||
|
2015
Q1 | $262K | Buy |
|
|||||
|
2014
Q4 | $211K | Sell |
|
|||||
|
2014
Q3 | $248K | Sell |
|
|||||
|
2014
Q2 | $302K | Sell |
|
|||||
|
2014
Q1 | $552K | Sell |
|
|||||
|
2013
Q4 | $2.85M | Buy |
|
|||||
|
2013
Q3 | $2.7M | Buy |
|
|||||
|
2013
Q2 | $2.74M | Buy |
|