LifePlan Financial’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 | $888K | Sell |
3,040
-65
| -2% | -$19K | 0.74% | 41 |
|
|
2025
Q1 | $970K | Buy |
3,105
+209
| +7% | +$65.3K | 0.85% | 38 |
|
|
2024
Q4 | $840K | Sell |
2,896
-203
| -7% | -$58.8K | 0.74% | 43 |
|
|
2024
Q3 | $944K | Sell |
3,099
-67
| -2% | -$20.4K | 0.81% | 37 |
|
|
2024
Q2 | $807K | Buy |
3,166
+1,205
| +61% | +$307K | 0.74% | 41 |
|
|
2024
Q1 | $553K | Buy |
1,961
+862
| +78% | +$243K | 0.51% | 55 |
|
|
2023
Q4 | $326K | Buy |
+1,099
| New | +$326K | 0.33% | 74 |
|