Lane & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $326K | Buy |
1,045
+111
| +12% | +$34.7K | 0.18% | 90 |
|
|
2024
Q4 | $270K | Buy |
934
+10
| +1% | +$2.89K | 0.14% | 105 |
|
|
2024
Q3 | $281K | Sell |
924
-99
| -10% | -$30.1K | 0.15% | 98 |
|
|
2024
Q2 | $261K | Buy |
1,023
+140
| +16% | +$35.7K | 0.15% | 94 |
|
|
2024
Q1 | $249K | Sell |
883
-61
| -6% | -$17.2K | 0.16% | 99 |
|
|
2023
Q4 | $280K | Sell |
944
-27
| -3% | -$8.01K | 0.2% | 87 |
|
|
2023
Q3 | $256K | Buy |
971
+43
| +5% | +$11.3K | 0.21% | 88 |
|
|
2023
Q2 | $277K | Sell |
928
-109
| -11% | -$32.5K | 0.22% | 83 |
|
|
2023
Q1 | $290K | Sell |
1,037
-920
| -47% | -$257K | 0.26% | 72 |
|
|
2022
Q4 | $516K | Buy |
+1,957
| New | +$516K | 0.49% | 45 |
|