Spartan Planning & Wealth Management’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 | $264K | Sell |
902
-417
| -32% | -$122K | 0.23% | 72 |
|
|
2025
Q1 | $412K | Buy |
1,319
+20
| +2% | +$6.25K | 0.4% | 46 |
|
|
2024
Q4 | $377K | Buy |
+1,299
| New | +$377K | 0.34% | 48 |
|
|
2023
Q4 | $269K | Buy |
907
+781
| +620% | +$232K | 0.29% | 44 |
|
|
2023
Q3 | $33.2K | Buy |
+126
| New | +$33.2K | 0.04% | 95 |
|
|
2022
Q4 | $147K | Buy |
556
+159
| +40% | +$41.9K | 0.18% | 73 |
|
|
2022
Q3 | $92K | Sell |
397
-4
| -1% | -$927 | 0.12% | 40 |
|
|
2022
Q2 | $99K | Buy |
401
+167
| +71% | +$41.2K | 0.13% | 51 |
|
|
2022
Q1 | $58K | Buy |
+234
| New | +$58K | 0.07% | 81 |
|