WF
WoodTrust Financial’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Hold |
2,812
| – | – | 0.1% | 92 |
|
|
2025
Q1 | $879K | Sell |
2,812
-150
| -5% | -$46.9K | 0.12% | 89 |
|
|
2024
Q4 | $859K | Buy |
2,962
+229
| +8% | +$66.4K | 0.12% | 88 |
|
|
2024
Q3 | $833K | Hold |
2,733
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $696K | Buy |
2,733
+150
| +6% | +$38.2K | 0.11% | 99 |
|
|
2024
Q1 | $728 | Buy |
2,583
+7
| +0.3% | +$2 | 0.12% | 100 |
|
|
2023
Q4 | $764K | Sell |
2,576
-609
| -19% | -$181K | 0.13% | 91 |
|
|
2023
Q3 | $839K | Sell |
3,185
-37
| -1% | -$9.75K | 0.16% | 82 |
|
|
2023
Q2 | $962K | Sell |
3,222
-1,178
| -27% | -$352K | 0.18% | 83 |
|
|
2023
Q1 | $1.23M | Hold |
4,400
| – | – | 0.24% | 70 |
|
|
2022
Q4 | $1.16M | Hold |
4,400
| – | – | 0.24% | 66 |
|
|
2022
Q3 | $1.02M | Sell |
4,400
-1,501
| -25% | -$347K | 0.23% | 72 |
|
|
2022
Q2 | $1.46M | Buy |
5,901
+4,156
| +238% | +$1.03M | 0.33% | 52 |
|
|
2022
Q1 | $432K | Sell |
1,745
-411
| -19% | -$102K | 0.09% | 107 |
|
|
2021
Q4 | $578K | Sell |
2,156
-14,723
| -87% | -$3.95M | 0.12% | 87 |
|
|
2021
Q3 | $4.07M | Buy |
16,879
+1,937
| +13% | +$467K | 0.96% | 37 |
|
|
2021
Q2 | $3.45M | Buy |
14,942
+546
| +4% | +$126K | 0.91% | 37 |
|
|
2021
Q1 | $3.23M | Buy |
14,396
+938
| +7% | +$210K | 0.95% | 38 |
|
|
2020
Q4 | $2.89M | Buy |
13,458
+831
| +7% | +$178K | 0.9% | 35 |
|
|
2020
Q3 | $2.77M | Buy |
12,627
+229
| +2% | +$50.3K | 1% | 35 |
|
|
2020
Q2 | $2.29M | Buy |
12,398
+4,804
| +63% | +$886K | 0.91% | 38 |
|
|
2020
Q1 | $1.26M | Buy |
+7,594
| New | +$1.26M | 0.59% | 42 |
|