SEEDPG
S.E.E.D. Planning Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-655
| Closed | -$205K | – | 74 |
|
|
2025
Q1 | $205K | Sell |
655
-1,979
| -75% | -$618K | 0.07% | 72 |
|
|
2024
Q4 | $764K | Buy |
2,634
+1,662
| +171% | +$482K | 0.25% | 59 |
|
|
2024
Q3 | $296K | Buy |
972
+44
| +5% | +$13.4K | 0.1% | 71 |
|
|
2024
Q2 | $236K | Buy |
928
+117
| +14% | +$29.8K | 0.09% | 72 |
|
|
2024
Q1 | $229K | Buy |
811
+39
| +5% | +$11K | 0.08% | 72 |
|
|
2023
Q4 | $229K | Hold |
772
| – | – | 0.09% | 73 |
|
|
2023
Q3 | $203K | Sell |
772
-1
| -0.1% | -$263 | 0.08% | 81 |
|
|
2023
Q2 | $231K | Hold |
773
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $216K | Hold |
773
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $204K | Buy |
+773
| New | +$204K | 0.09% | 81 |
|
|
2022
Q2 | – | Sell |
-2,203
| Closed | -$545K | – | 90 |
|
|
2022
Q1 | $545K | Sell |
2,203
-14
| -0.6% | -$3.46K | 0.23% | 53 |
|
|
2021
Q4 | $594K | Sell |
2,217
-102
| -4% | -$27.3K | 0.26% | 48 |
|
|
2021
Q3 | $559K | Sell |
2,319
-21
| -0.9% | -$5.06K | 0.26% | 48 |
|
|
2021
Q2 | $541K | Hold |
2,340
| – | – | 0.27% | 51 |
|
|
2021
Q1 | $524K | Buy |
2,340
+1,288
| +122% | +$288K | 0.29% | 50 |
|
|
2020
Q4 | $226K | Buy |
+1,052
| New | +$226K | 0.14% | 63 |
|