CPC
Consolidated Planning Corp’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
1,956
-434
| -18% | -$127K | 0.07% | 137 |
|
|
2025
Q1 | $747K | Sell |
2,390
-209
| -8% | -$65.3K | 0.1% | 125 |
|
|
2024
Q4 | $753K | Sell |
2,599
-188
| -7% | -$54.5K | 0.1% | 113 |
|
|
2024
Q3 | $849K | Sell |
2,787
-214
| -7% | -$65.2K | 0.13% | 98 |
|
|
2024
Q2 | $765K | Sell |
3,001
-67
| -2% | -$17.1K | 0.13% | 96 |
|
|
2024
Q1 | $865K | Sell |
3,068
-85
| -3% | -$24K | 0.15% | 95 |
|
|
2023
Q4 | $935K | Sell |
3,153
-220
| -7% | -$65.2K | 0.17% | 91 |
|
|
2023
Q3 | $889K | Sell |
3,373
-203
| -6% | -$53.5K | 0.2% | 89 |
|
|
2023
Q2 | $1.07M | Buy |
3,576
+1,672
| +88% | +$499K | 0.22% | 89 |
|
|
2023
Q1 | $532K | Hold |
1,904
| – | – | 0.14% | 85 |
|
|
2022
Q4 | $502K | Hold |
1,904
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $439K | Hold |
1,904
| – | – | 0.14% | 80 |
|
|
2022
Q2 | $470K | Buy |
1,904
+83
| +5% | +$20.5K | 0.15% | 81 |
|
|
2022
Q1 | $450K | Buy |
1,821
+52
| +3% | +$12.9K | 0.31% | 31 |
|
|
2021
Q4 | $474K | Hold |
1,769
| – | – | 0.31% | 33 |
|
|
2021
Q3 | $427K | Buy |
1,769
+59
| +3% | +$14.2K | 0.28% | 33 |
|
|
2021
Q2 | $394K | Hold |
1,710
| – | – | 0.29% | 34 |
|
|
2021
Q1 | $383K | Buy |
1,710
+203
| +13% | +$45.5K | 0.24% | 34 |
|
|
2020
Q4 | $323K | Sell |
1,507
-31
| -2% | -$6.64K | 0.21% | 37 |
|
|
2020
Q3 | $337K | Hold |
1,538
| – | – | 0.25% | 31 |
|
|
2020
Q2 | $283K | Buy |
1,538
+31
| +2% | +$5.7K | 0.28% | 28 |
|
|
2020
Q1 | $249K | Hold |
1,507
| – | – | 0.31% | 31 |
|
|
2019
Q4 | $298K | Buy |
+1,507
| New | +$298K | 0.29% | 29 |
|