Mark Sheptoff 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 | $354K | Hold |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $649K | Hold |
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|
2022
Q1 | $650K | Sell |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $186K | Hold |
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|
2018
Q3 | $176K | Hold |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $164K | Hold |
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|
2017
Q4 | $181K | Hold |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $161K | Sell |
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|
2017
Q1 | $136K | Buy |
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|
2016
Q4 | $116K | Buy |
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|
2016
Q3 | $23K | Hold |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $20K | Hold |
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|
2015
Q2 | $19K | Sell |
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|
2015
Q1 | $29K | Sell |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $57K | Sell |
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|
2014
Q2 | $2.78M | Sell |
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|
2014
Q1 | $2.82M | Buy |
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