New England Professional Planning Group’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 | $241K | Hold |
824
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $257K | Hold |
824
| – | – | 0.13% | 39 |
|
|
2024
Q4 | $239K | Buy |
824
+30
| +4% | +$8.7K | 0.12% | 42 |
|
|
2024
Q3 | $242K | Hold |
794
| – | – | 0.12% | 40 |
|
|
2024
Q2 | $202K | Sell |
794
-3
| -0.4% | -$765 | 0.11% | 47 |
|
|
2024
Q1 | $225K | Buy |
+797
| New | +$225K | 0.12% | 45 |
|
|
2021
Q2 | – | Sell |
-998
| Closed | -$233K | – | 56 |
|
|
2021
Q1 | $233K | Buy |
998
+62
| +7% | +$14.5K | 0.14% | 45 |
|
|
2020
Q4 | $201K | Hold |
936
| – | – | 0.14% | 41 |
|
|
2020
Q3 | $203K | Buy |
+936
| New | +$203K | 0.16% | 32 |
|
|
2020
Q1 | – | Sell |
-1,018
| Closed | -$201K | – | 54 |
|
|
2019
Q4 | $201K | Buy |
+1,018
| New | +$201K | 0.16% | 54 |
|
|
2018
Q3 | $219K | Buy |
+1,304
| New | +$219K | 0.25% | 38 |
|