Retirement Planning Company of New England’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
$1.43M Sell
4,895
-62
-1% -$18.1K 0.64% 38
2025
Q1
$1.55M Sell
4,957
-34
-0.7% -$10.6K 0.77% 33
2024
Q4
$1.45M Buy
4,991
+6
+0.1% +$1.74K 0.7% 34
2024
Q3
$1.52M Sell
4,985
-238
-5% -$72.5K 0.76% 33
2024
Q2
$1.33M Buy
5,223
+3
+0.1% +$764 0.72% 35
2024
Q1
$1.47M Sell
5,220
-144
-3% -$40.6K 0.81% 31
2023
Q4
$1.59M Buy
5,364
+203
+4% +$60.2K 0.72% 34
2023
Q3
$1.36M Sell
5,161
-665
-11% -$175K 0.76% 34
2023
Q2
$1.74M Buy
5,826
+3
+0.1% +$895 1% 21
2023
Q1
$1.63M Sell
5,823
-89
-2% -$24.9K 0.99% 23
2022
Q4
$1.56M Sell
5,912
-104
-2% -$27.4K 1.02% 20
2022
Q3
$1.39M Sell
6,016
-13
-0.2% -$3K 1% 19
2022
Q2
$1.49M Sell
6,029
-34
-0.6% -$8.39K 1.01% 18
2022
Q1
$1.5M Sell
6,063
-85
-1% -$21K 0.85% 29
2021
Q4
$1.65M Buy
+6,148
New +$1.65M 0.8% 25