Cornerstone Planning Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $91.6K | Sell |
307
-60
| -16% | -$17.9K | 0.02% | 150 |
|
2025
Q1 | $117K | Buy |
367
+84
| +30% | +$26.7K | 0.03% | 131 |
|
2024
Q4 | $83K | Buy |
283
+11
| +4% | +$3.22K | 0.02% | 127 |
|
2024
Q3 | $80.4K | Buy |
272
+5
| +2% | +$1.48K | 0.02% | 132 |
|
2024
Q2 | $71.6K | Sell |
267
-217
| -45% | -$58.2K | 0.02% | 161 |
|
2024
Q1 | $131K | Sell |
484
-26
| -5% | -$7.03K | 0.04% | 97 |
|
2023
Q4 | $151K | Buy |
510
+219
| +75% | +$64.9K | 0.05% | 93 |
|
2023
Q3 | $76.7K | Sell |
291
-7
| -2% | -$1.84K | 0.03% | 133 |
|
2023
Q2 | $88.9K | Buy |
+298
| New | +$88.9K | 0.04% | 149 |
|
2022
Q4 | $94.1K | Buy |
+357
| New | +$94.1K | 0.04% | 165 |
|