Keener 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 | $17K | Hold |
59
| – | – | 0.01% | 137 |
|
|
2025
Q1 | $18K | Sell |
59
-98
| -62% | -$29.9K | 0.01% | 107 |
|
|
2024
Q4 | $45K | Hold |
157
| – | – | 0.03% | 98 |
|
|
2024
Q3 | $47K | Hold |
157
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $40K | Sell |
157
-19
| -11% | -$4.84K | 0.03% | 99 |
|
|
2024
Q1 | $50K | Buy |
176
+43
| +32% | +$12.2K | 0.03% | 95 |
|
|
2023
Q4 | $39K | Buy |
+133
| New | +$39K | 0.03% | 107 |
|