Phillips Wealth Planners’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 | $1.16M | Buy |
3,970
+111
| +3% | +$32.4K | 1.05% | 23 |
|
|
2025
Q1 | $1.2M | Buy |
3,859
+333
| +9% | +$103K | 1.26% | 16 |
|
|
2024
Q4 | $995K | Buy |
3,526
+179
| +5% | +$50.5K | 0.99% | 24 |
|
|
2024
Q3 | $1.05M | Sell |
3,347
-160
| -5% | -$50.1K | 1% | 21 |
|
|
2024
Q2 | $878K | Buy |
3,507
+128
| +4% | +$32.1K | 0.93% | 27 |
|
|
2024
Q1 | $897K | Sell |
3,379
-537
| -14% | -$143K | 1.03% | 19 |
|
|
2023
Q4 | $1.15M | Buy |
3,916
+13
| +0.3% | +$3.83K | 1.39% | 15 |
|
|
2023
Q3 | $1.01M | Buy |
3,903
+17
| +0.4% | +$4.39K | 1.37% | 15 |
|
|
2023
Q2 | $1.16M | Buy |
3,886
+65
| +2% | +$19.4K | 1.52% | 11 |
|
|
2023
Q1 | $1.14M | Sell |
3,821
-58
| -1% | -$17.3K | 1.5% | 10 |
|
|
2022
Q4 | $1.03M | Buy |
+3,879
| New | +$1.03M | 1.8% | 13 |
|