Partners in 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
Q2 | $471K | Hold |
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|
2025
Q1 | $504K | Hold |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $491K | Buy |
|
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $448K | Sell |
|
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $418K | Buy |
|
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $259K | Buy |
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