Planned Solutions’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 | $589K | Hold |
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|
2025
Q1 | $629K | Hold |
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|
2024
Q4 | $584K | Hold |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $873K | Hold |
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|
2023
Q1 | $818K | Hold |
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|
2022
Q4 | $771K | Hold |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $732K | Hold |
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|
2022
Q1 | $733K | Hold |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q2 | $684K | Sell |
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|
2021
Q1 | $668K | Hold |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $818K | Buy |
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