Planning Directions’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 | $537K | Sell |
1,837
-199
| -10% | -$58.1K | 0.3% | 40 |
|
|
2025
Q1 | $636K | Sell |
2,036
-45
| -2% | -$14.1K | 0.27% | 57 |
|
|
2024
Q4 | $603K | Sell |
2,081
-43
| -2% | -$12.5K | 0.35% | 36 |
|
|
2024
Q3 | $647K | Sell |
2,124
-682
| -24% | -$208K | 0.39% | 36 |
|
|
2024
Q2 | $715K | Sell |
2,806
-76
| -3% | -$19.4K | 0.49% | 33 |
|
|
2024
Q1 | $813K | Buy |
2,882
+17
| +0.6% | +$4.79K | 0.56% | 30 |
|
|
2023
Q4 | $850K | Buy |
2,865
+75
| +3% | +$22.2K | 0.61% | 29 |
|
|
2023
Q3 | $735K | Sell |
2,790
-101
| -3% | -$26.6K | 0.56% | 30 |
|
|
2023
Q2 | $863K | Buy |
2,891
+9
| +0.3% | +$2.69K | 0.63% | 30 |
|
|
2023
Q1 | $806K | Sell |
2,882
-214
| -7% | -$59.8K | 0.6% | 30 |
|
|
2022
Q4 | $816K | Buy |
3,096
+12
| +0.4% | +$3.16K | 0.62% | 28 |
|
|
2022
Q3 | $712K | Buy |
3,084
+11
| +0.4% | +$2.54K | 0.58% | 29 |
|
|
2022
Q2 | $759K | Buy |
3,073
+13
| +0.4% | +$3.21K | 0.58% | 29 |
|
|
2022
Q1 | $757K | Sell |
3,060
-27
| -0.9% | -$6.68K | 0.53% | 29 |
|
|
2021
Q4 | $827K | Sell |
3,087
-157
| -5% | -$42.1K | 0.55% | 30 |
|
|
2021
Q3 | $782K | Buy |
3,244
+12
| +0.4% | +$2.89K | 0.57% | 29 |
|
|
2021
Q2 | $747K | Buy |
3,232
+199
| +7% | +$46K | 0.55% | 28 |
|
|
2021
Q1 | $680K | Buy |
3,033
+12
| +0.4% | +$2.69K | 0.54% | 31 |
|
|
2020
Q4 | $648K | Buy |
3,021
+160
| +6% | +$34.3K | 0.53% | 31 |
|
|
2020
Q3 | $628K | Sell |
2,861
-19
| -0.7% | -$4.17K | 0.55% | 29 |
|
|
2020
Q2 | $531K | Buy |
+2,880
| New | +$531K | 0.5% | 34 |
|
|
2020
Q1 | – | Sell |
-2,016
| Closed | -$398K | – | 80 |
|
|
2019
Q4 | $398K | Buy |
2,016
+8
| +0.4% | +$1.58K | 0.37% | 36 |
|
|
2019
Q3 | $431K | Sell |
2,008
-87
| -4% | -$18.7K | 0.41% | 35 |
|
|
2019
Q2 | $435K | Buy |
2,095
+7
| +0.3% | +$1.45K | 0.44% | 36 |
|
|
2019
Q1 | $396K | Buy |
2,088
+382
| +22% | +$72.4K | 0.47% | 37 |
|
|
2018
Q4 | $303K | Buy |
1,706
+106
| +7% | +$18.8K | 0.37% | 39 |
|
|
2018
Q3 | $268K | Buy |
1,600
+257
| +19% | +$43K | 0.25% | 44 |
|
|
2018
Q2 | $210K | Buy |
1,343
+58
| +5% | +$9.07K | 0.2% | 48 |
|
|
2018
Q1 | $201K | Buy |
+1,285
| New | +$201K | 0.2% | 51 |
|