PP
PDS Planning’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,229
+128
| +3% | +$37.4K | 0.09% | 101 |
|
|
2025
Q1 | $1.28M | Buy |
4,101
+426
| +12% | +$133K | 0.11% | 87 |
|
|
2024
Q4 | $1.07M | Buy |
3,675
+13
| +0.4% | +$3.77K | 0.09% | 93 |
|
|
2024
Q3 | $1.12M | Buy |
3,662
+268
| +8% | +$81.6K | 0.1% | 91 |
|
|
2024
Q2 | $865K | Buy |
3,394
+131
| +4% | +$33.4K | 0.09% | 99 |
|
|
2024
Q1 | $920K | Buy |
3,263
+16
| +0.5% | +$4.51K | 0.1% | 89 |
|
|
2023
Q4 | $963K | Sell |
3,247
-55
| -2% | -$16.3K | 0.11% | 80 |
|
|
2023
Q3 | $870K | Sell |
3,302
-103
| -3% | -$27.1K | 0.11% | 82 |
|
|
2023
Q2 | $1.02M | Buy |
3,405
+266
| +8% | +$79.4K | 0.13% | 76 |
|
|
2023
Q1 | $878K | Buy |
3,139
+716
| +30% | +$200K | 0.12% | 76 |
|
|
2022
Q4 | $638K | Buy |
2,423
+44
| +2% | +$11.6K | 0.1% | 82 |
|
|
2022
Q3 | $549K | Buy |
2,379
+21
| +0.9% | +$4.85K | 0.1% | 82 |
|
|
2022
Q2 | $582K | Buy |
2,358
+177
| +8% | +$43.7K | 0.11% | 84 |
|
|
2022
Q1 | $539K | Buy |
2,181
+39
| +2% | +$9.64K | 0.09% | 89 |
|
|
2021
Q4 | $574K | Buy |
2,142
+75
| +4% | +$20.1K | 0.11% | 82 |
|
|
2021
Q3 | $498K | Buy |
2,067
+46
| +2% | +$11.1K | 0.11% | 89 |
|
|
2021
Q2 | $467K | Buy |
2,021
+347
| +21% | +$80.2K | 0.11% | 91 |
|
|
2021
Q1 | $375K | Buy |
1,674
+94
| +6% | +$21.1K | 0.11% | 97 |
|
|
2020
Q4 | $339K | Buy |
1,580
+262
| +20% | +$56.2K | 0.12% | 96 |
|
|
2020
Q3 | $289K | Sell |
1,318
-68
| -5% | -$14.9K | 0.12% | 97 |
|
|
2020
Q2 | $256K | Buy |
+1,386
| New | +$256K | 0.12% | 102 |
|
|
2019
Q4 | – | Sell |
-932
| Closed | -$200K | – | 107 |
|
|
2019
Q3 | $200K | Buy |
+932
| New | +$200K | 0.14% | 89 |
|