MPS Loria Financial Planners’s McDonald's MCD Stock Holding History

MPS Loria Financial Planners’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$640K	Sell	2,191 -3	-0.1%	-$877	0.19%	35
2025 Q1	$685K	Buy	2,194 +8	+0.4%	+$2.5K	0.2%	32
2024 Q4	$634K	Buy	2,186 +10	+0.5%	+$2.9K	0.19%	34
2024 Q3	$663K	Buy	2,176 +7	+0.3%	+$2.13K	0.2%	32
2024 Q2	$553K	Buy	2,169 +8	+0.4%	+$2.04K	0.18%	34
2024 Q1	$609K	Buy	2,161 +7	+0.3%	+$1.97K	0.2%	34
2023 Q4	$639K	Sell	2,154 -4	-0.2%	-$1.19K	0.22%	35
2023 Q3	$569K	Buy	2,158 +11	+0.5%	+$2.9K	0.22%	35
2023 Q2	$641K	Buy	2,147 +6	+0.3%	+$1.79K	0.24%	33
2023 Q1	$599K	Buy	2,141 +13	+0.6%	+$3.64K	0.24%	34
2022 Q4	$561K	Buy	2,128 +112	+6%	+$29.5K	0.25%	34
2022 Q3	$465K	Buy	2,016 +13	+0.6%	+$3K	0.18%	38
2022 Q2	$494K	Sell	2,003 -93	-4%	-$22.9K	0.22%	38
2022 Q1	$518K	Sell	2,096 -193	-8%	-$47.7K	0.22%	41
2021 Q4	$613K	Buy	2,289 +6	+0.3%	+$1.61K	0.25%	35
2021 Q3	$550K	Buy	2,283 +5	+0.2%	+$1.21K	0.25%	34
2021 Q2	$526K	Buy	2,278 +7	+0.3%	+$1.62K	0.24%	35
2021 Q1	$509K	Sell	2,271 -10	-0.4%	-$2.24K	0.24%	36
2020 Q4	$479K	Sell	2,281 -37	-2%	-$7.77K	0.22%	39
2020 Q3	$509K	Buy	2,318 +9	+0.4%	+$1.98K	0.26%	31
2020 Q2	$426K	Buy	2,309 +111	+5%	+$20.5K	0.23%	31
2020 Q1	$363K	Buy	2,198 +14	+0.6%	+$2.31K	0.28%	34
2019 Q4	$431K	Buy	2,184 +111	+5%	+$21.9K	0.25%	34
2019 Q3	$445K	Buy	2,073 +8	+0.4%	+$1.72K	0.29%	31
2019 Q2	$428K	Sell	2,065 -109	-5%	-$22.6K	0.27%	35
2019 Q1	$413K	Buy	2,174 +9	+0.4%	+$1.71K	0.27%	35
2018 Q4	$384K	Buy	2,165 +10	+0.5%	+$1.77K	0.28%	39
2018 Q3	$360K	Buy	2,155 +11	+0.5%	+$1.84K	0.23%	43
2018 Q2	$336K	Buy	2,144 +10	+0.5%	+$1.57K	0.34%	45
2018 Q1	$334K	Sell	2,134 -41	-2%	-$6.42K	0.24%	48
2017 Q4	$374K	Sell	2,175 -375	-15%	-$64.5K	0.26%	45
2017 Q3	$400K	Buy	2,550 +11	+0.4%	+$1.73K	0.29%	41
2017 Q2	$400K	Buy	+2,539	New	+$400K	0.27%	43