Sterling Financial Planning’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 | $292K | Buy |
1,000
+50
| +5% | +$14.6K | 0.1% | 90 |
|
|
2025
Q1 | $297K | Sell |
950
-73
| -7% | -$22.8K | 0.11% | 85 |
|
|
2024
Q4 | $297K | Sell |
1,023
-928
| -48% | -$269K | 0.11% | 86 |
|
|
2024
Q3 | $594K | Hold |
1,951
| – | – | 0.22% | 65 |
|
|
2024
Q2 | $497K | Hold |
1,951
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $550K | Sell |
1,951
-91
| -4% | -$25.7K | 0.22% | 64 |
|
|
2023
Q4 | $605K | Buy |
2,042
+91
| +5% | +$27K | 0.26% | 58 |
|
|
2023
Q3 | $514K | Hold |
1,951
| – | – | 0.26% | 58 |
|
|
2023
Q2 | $582K | Hold |
1,951
| – | – | 0.29% | 56 |
|
|
2023
Q1 | $545K | Hold |
1,951
| – | – | 0.3% | 57 |
|
|
2022
Q4 | $514K | Buy |
1,951
+73
| +4% | +$19.2K | 0.31% | 59 |
|
|
2022
Q3 | $433K | Hold |
1,878
| – | – | 0.3% | 59 |
|
|
2022
Q2 | $464K | Sell |
1,878
-94
| -5% | -$23.2K | 0.33% | 54 |
|
|
2022
Q1 | $488K | Sell |
1,972
-133
| -6% | -$32.9K | 0.31% | 54 |
|
|
2021
Q4 | $564K | Sell |
2,105
-160
| -7% | -$42.9K | 0.35% | 51 |
|
|
2021
Q3 | $546K | Sell |
2,265
-94
| -4% | -$22.7K | 0.35% | 47 |
|
|
2021
Q2 | $545K | Buy |
2,359
+65
| +3% | +$15K | 0.35% | 43 |
|
|
2021
Q1 | $514K | Sell |
2,294
-386
| -14% | -$86.5K | 0.37% | 45 |
|
|
2020
Q4 | $575K | Buy |
+2,680
| New | +$575K | 0.46% | 38 |
|