SFPG
Stonebridge Financial Planning Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
858
+32
| +4% | +$9.35K | 0.1% | 151 |
|
|
2025
Q1 | $258K | Buy |
826
+2
| +0.2% | +$625 | 0.12% | 146 |
|
|
2024
Q4 | $239K | Hold |
824
| – | – | 0.11% | 149 |
|
|
2024
Q3 | $251K | Hold |
824
| – | – | 0.12% | 141 |
|
|
2024
Q2 | $210K | Hold |
824
| – | – | 0.11% | 151 |
|
|
2024
Q1 | $232K | Hold |
824
| – | – | 0.12% | 144 |
|
|
2023
Q4 | $244K | Buy |
824
+24
| +3% | +$7.12K | 0.14% | 132 |
|
|
2023
Q3 | $211K | Hold |
800
| – | – | 0.14% | 133 |
|
|
2023
Q2 | $239K | Hold |
800
| – | – | 0.15% | 125 |
|
|
2023
Q1 | $224K | Hold |
800
| – | – | 0.14% | 116 |
|
|
2022
Q4 | $211K | Buy |
+800
| New | +$211K | 0.14% | 118 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$205K | – | 263 |
|
|
2021
Q4 | $205K | Hold |
800
| – | – | 0.11% | 118 |
|
|
2021
Q3 | $200K | Hold |
800
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $188K | Hold |
800
| – | – | 0.1% | 121 |
|
|
2021
Q1 | $185K | Sell |
800
-19
| -2% | -$4.39K | 0.11% | 115 |
|
|
2020
Q4 | $176K | Hold |
819
| – | – | 0.11% | 114 |
|
|
2020
Q3 | $188K | Hold |
819
| – | – | 0.14% | 93 |
|
|
2020
Q2 | $150K | Hold |
819
| – | – | 0.13% | 104 |
|
|
2020
Q1 | $145K | Buy |
819
+400
| +95% | +$70.8K | 0.14% | 95 |
|
|
2019
Q4 | $83K | Buy |
+419
| New | +$83K | 0.08% | 139 |
|