Planning Alternatives’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 | $210K | Sell |
719
-65
| -8% | -$19K | 0.03% | 78 |
|
|
2025
Q1 | $245K | Buy |
+784
| New | +$245K | 0.04% | 73 |
|
|
2023
Q3 | – | Sell |
-758
| Closed | -$226K | – | 48 |
|
|
2023
Q2 | $226K | Hold |
758
| – | – | 0.04% | 43 |
|
|
2023
Q1 | $212K | Buy |
+758
| New | +$212K | 0.04% | 44 |
|
|
2019
Q3 | – | Sell |
-1,407
| Closed | -$292K | – | 52 |
|
|
2019
Q2 | $292K | Buy |
+1,407
| New | +$292K | 0.05% | 42 |
|
|
2019
Q1 | – | Sell |
-1,407
| Closed | -$250K | – | 51 |
|
|
2018
Q4 | $250K | Sell |
1,407
-111
| -7% | -$19.7K | 0.05% | 40 |
|
|
2018
Q3 | $254K | Sell |
1,518
-14
| -0.9% | -$2.34K | 0.04% | 44 |
|
|
2018
Q2 | $240K | Buy |
+1,532
| New | +$240K | 0.04% | 43 |
|
|
2018
Q1 | – | Sell |
-1,597
| Closed | -$275K | – | 49 |
|
|
2017
Q4 | $275K | Hold |
1,597
| – | – | 0.05% | 43 |
|
|
2017
Q3 | $250K | Sell |
1,597
-157
| -9% | -$24.6K | 0.05% | 44 |
|
|
2017
Q2 | $269K | Hold |
1,754
| – | – | 0.05% | 43 |
|
|
2017
Q1 | $227K | Sell |
1,754
-200
| -10% | -$25.9K | 0.04% | 45 |
|
|
2016
Q4 | $238K | Hold |
1,954
| – | – | 0.05% | 43 |
|
|
2016
Q3 | $225K | Sell |
1,954
-54
| -3% | -$6.22K | 0.05% | 41 |
|
|
2016
Q2 | $242K | Buy |
2,008
+54
| +3% | +$6.51K | 0.05% | 43 |
|
|
2016
Q1 | $246K | Hold |
1,954
| – | – | 0.05% | 42 |
|
|
2015
Q4 | $231K | Buy |
+1,954
| New | +$231K | 0.05% | 43 |
|