Plan Group Financial’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-806	Closed	-$234K	–	153
2024 Q4	$234K	Sell	806 -20	-2%	-$5.8K	0.12%	102
2024 Q3	$252K	Buy	+826	New	+$252K	0.13%	97