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 |
|