Holistic Planning’s McDonald's MCD Stock Holding History

Holistic Planning’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$652K	Buy
2025 Q2	$619K	Buy
2025 Q1	$571K	Sell
2024 Q4	$588K	Sell
2024 Q3	$640K	Buy
2024 Q2	$558K	Hold
2024 Q1	$558K	Sell
2023 Q4	$588K	Buy