APP
Avantax Planning Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
18,701
-267
| -1% | -$78K | 0.17% | 84 |
|
|
2025
Q1 | $5.92M | Sell |
18,968
-184
| -1% | -$57.5K | 0.21% | 79 |
|
|
2024
Q4 | $5.55M | Buy |
19,152
+479
| +3% | +$139K | 0.2% | 78 |
|
|
2024
Q3 | $5.69M | Sell |
18,673
-1,987
| -10% | -$605K | 0.2% | 77 |
|
|
2024
Q2 | $5.27M | Sell |
20,660
-1,219
| -6% | -$311K | 0.17% | 86 |
|
|
2024
Q1 | $6.17M | Buy |
21,879
+8,010
| +58% | +$2.26M | 0.2% | 79 |
|
|
2023
Q4 | $4.11M | Buy |
13,869
+145
| +1% | +$43K | 0.16% | 71 |
|
|
2023
Q3 | $3.62M | Sell |
13,724
-412
| -3% | -$109K | 0.15% | 73 |
|
|
2023
Q2 | $4.22M | Sell |
14,136
-308
| -2% | -$91.9K | 0.17% | 68 |
|
|
2023
Q1 | $4.04M | Sell |
14,444
-2,216
| -13% | -$620K | 0.16% | 69 |
|
|
2022
Q4 | $4.39M | Buy |
16,660
+155
| +0.9% | +$40.8K | 0.17% | 67 |
|
|
2022
Q3 | $3.81M | Sell |
16,505
-5,322
| -24% | -$1.23M | 0.17% | 68 |
|
|
2022
Q2 | $5.39M | Sell |
21,827
-551
| -2% | -$136K | 0.23% | 54 |
|
|
2022
Q1 | $5.53M | Sell |
22,378
-1,427
| -6% | -$353K | 0.22% | 48 |
|
|
2021
Q4 | $6.38M | Buy |
23,805
+6,103
| +34% | +$1.64M | 0.26% | 35 |
|
|
2021
Q3 | $4.27M | Buy |
17,702
+914
| +5% | +$220K | 0.2% | 43 |
|
|
2021
Q2 | $3.88M | Buy |
16,788
+2,443
| +17% | +$564K | 0.18% | 44 |
|
|
2021
Q1 | $3.22M | Sell |
14,345
-1,232
| -8% | -$276K | 0.17% | 51 |
|
|
2020
Q4 | $3.34M | Sell |
15,577
-1,740
| -10% | -$373K | 0.17% | 43 |
|
|
2020
Q3 | $3.8M | Buy |
17,317
+136
| +0.8% | +$29.9K | 0.2% | 43 |
|
|
2020
Q2 | $3.17M | Buy |
17,181
+1,023
| +6% | +$189K | 0.18% | 51 |
|
|
2020
Q1 | $2.67M | Sell |
16,158
-660
| -4% | -$109K | 0.19% | 42 |
|
|
2019
Q4 | $3.32M | Buy |
16,818
+300
| +2% | +$59.3K | 0.2% | 44 |
|
|
2019
Q3 | $3.55M | Buy |
16,518
+1,102
| +7% | +$237K | 0.22% | 40 |
|
|
2019
Q2 | $3.27M | Sell |
15,416
-320
| -2% | -$67.9K | 0.21% | 43 |
|
|
2019
Q1 | $2.99M | Buy |
15,736
+870
| +6% | +$165K | 0.21% | 48 |
|
|
2018
Q4 | $2.64M | Buy |
14,866
+246
| +2% | +$43.7K | 0.2% | 50 |
|
|
2018
Q3 | $2.45M | Sell |
14,620
-204
| -1% | -$34.1K | 0.2% | 41 |
|
|
2018
Q2 | $2.32M | Sell |
14,824
-398
| -3% | -$62.4K | 0.21% | 41 |
|
|
2018
Q1 | $2.38M | Buy |
15,222
+699
| +5% | +$109K | 0.2% | 45 |
|
|
2017
Q4 | $2.5M | Sell |
14,523
-2,810
| -16% | -$484K | 0.23% | 43 |
|
|
2017
Q3 | $2.72M | Sell |
17,333
-364
| -2% | -$57K | 0.21% | 47 |
|
|
2017
Q2 | $2.71M | Buy |
17,697
+702
| +4% | +$108K | 0.23% | 44 |
|
|
2017
Q1 | $2.2M | Buy |
16,995
+536
| +3% | +$69.5K | 0.2% | 48 |
|
|
2016
Q4 | $2M | Buy |
+16,459
| New | +$2M | 0.21% | 43 |
|