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Asset Planning Inc’s McDonald's MCD Stock Holding History

Asset Planning Inc’s Portfolio MCD Stock Details MCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.84M Sell
13,155
-9
-0.1% -$2.63K 2.9% 7
2025
Q1 		$4.11M Sell
13,164
-159
-1% -$49.7K 3.23% 7
2024
Q4 		$3.86M Buy
+13,323
New +$3.86M 2.94% 7