Meredith Wealth 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 | $338K | Buy |
1,156
+1
| +0.1% | +$292 | 0.12% | 47 |
|
|
2025
Q1 | $361K | Sell |
1,155
-42
| -4% | -$13.1K | 0.16% | 38 |
|
|
2024
Q4 | $347K | Buy |
1,197
+45
| +4% | +$13K | 0.15% | 39 |
|
|
2024
Q3 | $351K | Buy |
1,152
+1
| +0.1% | +$305 | 0.17% | 36 |
|
|
2024
Q2 | $293K | Sell |
1,151
-6
| -0.5% | -$1.53K | 0.15% | 38 |
|
|
2024
Q1 | $326K | Buy |
1,157
+1
| +0.1% | +$282 | 0.18% | 33 |
|
|
2023
Q4 | $343K | Sell |
1,156
-321
| -22% | -$95.2K | 0.21% | 34 |
|
|
2023
Q3 | $389K | Buy |
1,477
+46
| +3% | +$12.1K | 0.29% | 30 |
|
|
2023
Q2 | $457K | Buy |
+1,431
| New | +$457K | 0.37% | 24 |
|