Sterling Financial Planning’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Sell |
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|
2025
Q2 | $292K | Buy |
|
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $297K | Sell |
|
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|
2024
Q3 | $594K | Hold |
|
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|
2024
Q2 | $497K | Hold |
|
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|
2024
Q1 | $550K | Sell |
|
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|
2023
Q4 | $605K | Buy |
|
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|
2023
Q3 | $514K | Hold |
|
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|
2023
Q2 | $582K | Hold |
|
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|
2023
Q1 | $545K | Hold |
|
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|
2022
Q4 | $514K | Buy |
|
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $488K | Sell |
|
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $546K | Sell |
|
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $514K | Sell |
|
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|
2020
Q4 | $575K | Buy |
|