Lakeshore 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 | $714K | Buy |
2,445
+15
| +0.6% | +$4.38K | 0.29% | 29 |
|
|
2025
Q1 | $759K | Sell |
2,430
-97
| -4% | -$30.3K | 0.32% | 25 |
|
|
2024
Q4 | $733K | Buy |
2,527
+47
| +2% | +$13.6K | 0.31% | 23 |
|
|
2024
Q3 | $755K | Sell |
2,480
-30
| -1% | -$9.14K | 0.33% | 22 |
|
|
2024
Q2 | $640K | Sell |
2,510
-20
| -0.8% | -$5.1K | 0.31% | 22 |
|
|
2024
Q1 | $713K | Sell |
2,530
-71
| -3% | -$20K | 0.36% | 21 |
|
|
2023
Q4 | $771K | Sell |
2,601
-2,033
| -44% | -$603K | 0.43% | 19 |
|
|
2023
Q3 | $1.22M | Buy |
+4,634
| New | +$1.22M | 0.7% | 20 |
|