Lakeshore Financial Planning’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$740K Sell
2025
Q2
$714K Buy
2025
Q1
$759K Sell
2024
Q4
$733K Buy
2024
Q3
$755K Sell
2024
Q2
$640K Sell
2024
Q1
$713K Sell
2023
Q4
$771K Sell
2023
Q3
$1.22M Buy