Holistic 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 | $619K | Buy |
2,117
+288
| +16% | +$84.1K | 0.18% | 102 |
|
|
2025
Q1 | $571K | Sell |
1,829
-200
| -10% | -$62.5K | 0.19% | 92 |
|
|
2024
Q4 | $588K | Sell |
2,029
-72
| -3% | -$20.9K | 0.21% | 86 |
|
|
2024
Q3 | $640K | Buy |
2,101
+122
| +6% | +$37.1K | 0.27% | 73 |
|
|
2024
Q2 | $558K | Hold |
1,979
| – | – | 0.43% | 60 |
|
|
2024
Q1 | $558K | Sell |
1,979
-3
| -0.2% | -$846 | 0.43% | 61 |
|
|
2023
Q4 | $588K | Buy |
+1,982
| New | +$588K | 0.5% | 55 |
|