PS
Planned Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
2,015
| – | – | 0.22% | 54 |
|
|
2025
Q1 | $629K | Hold |
2,015
| – | – | 0.25% | 47 |
|
|
2024
Q4 | $584K | Hold |
2,015
| – | – | 0.24% | 48 |
|
|
2024
Q3 | $614K | Hold |
2,015
| – | – | 0.25% | 43 |
|
|
2024
Q2 | $514K | Hold |
2,015
| – | – | 0.25% | 43 |
|
|
2024
Q1 | $568K | Hold |
2,015
| – | – | 0.28% | 44 |
|
|
2023
Q4 | $597K | Sell |
2,015
-600
| -23% | -$178K | 0.28% | 40 |
|
|
2023
Q3 | $689K | Sell |
2,615
-310
| -11% | -$81.7K | 0.41% | 29 |
|
|
2023
Q2 | $873K | Hold |
2,925
| – | – | 0.52% | 25 |
|
|
2023
Q1 | $818K | Hold |
2,925
| – | – | 0.52% | 26 |
|
|
2022
Q4 | $771K | Hold |
2,925
| – | – | 0.56% | 26 |
|
|
2022
Q3 | $675K | Sell |
2,925
-38
| -1% | -$8.77K | 0.56% | 24 |
|
|
2022
Q2 | $732K | Hold |
2,963
| – | – | 0.68% | 22 |
|
|
2022
Q1 | $733K | Hold |
2,963
| – | – | 0.51% | 24 |
|
|
2021
Q4 | $794K | Buy |
+2,963
| New | +$794K | 0.53% | 24 |
|
|
2021
Q2 | $684K | Sell |
2,963
-16
| -0.5% | -$3.69K | 0.47% | 24 |
|
|
2021
Q1 | $668K | Hold |
2,979
| – | – | 0.52% | 22 |
|
|
2020
Q4 | $639K | Sell |
2,979
-750
| -20% | -$161K | 0.51% | 20 |
|
|
2020
Q3 | $818K | Buy |
+3,729
| New | +$818K | 0.8% | 14 |
|