American Planning Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $339K | Hold |
1,114
| – | – | 0.27% | 40 |
|
|
2024
Q2 | $284K | Hold |
1,114
| – | – | 0.2% | 43 |
|
|
2024
Q1 | $314K | Hold |
1,114
| – | – | 0.23% | 35 |
|
|
2023
Q4 | $330K | Hold |
1,114
| – | – | 0.25% | 32 |
|
|
2023
Q3 | $293K | Hold |
1,114
| – | – | 0.2% | 26 |
|
|
2023
Q2 | $332K | Hold |
1,114
| – | – | 0.22% | 25 |
|
|
2023
Q1 | $311K | Buy |
1,114
+69
| +7% | +$19.3K | 0.21% | 24 |
|
|
2022
Q4 | $275K | Buy |
1,045
+1,044
| +104,400% | +$275K | 0.28% | 22 |
|
|
2022
Q3 | $241 | Sell |
1
-1,044
| -100% | -$252K | 0.3% | 24 |
|
|
2022
Q2 | $257K | Hold |
1,045
| – | – | 0.29% | 25 |
|
|
2022
Q1 | $258K | Hold |
1,045
| – | – | 0.28% | 25 |
|
|
2021
Q4 | $280K | Buy |
+1,045
| New | +$280K | 0.25% | 19 |
|