Elser Financial Planning’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	$326K	Sell	1,116 -38	-3%	-$11.1K	0.41%	48
2025 Q1	$361K	Sell	1,154 -40	-3%	-$12.5K	0.5%	39
2024 Q4	$346K	Buy	1,194 +1	+0.1%	+$290	0.02%	73
2024 Q3	$363K	Buy	1,193 +33	+3%	+$10K	0.53%	36
2024 Q2	$296K	Buy	+1,160	New	+$296K	0.05%	77