Summit Wealth & Retirement 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 | $240K | Buy |
+821
| New | +$240K | 0.06% | 89 |
|
|
2021
Q1 | – | Sell |
-12,439
| Closed | -$2.67M | – | 113 |
|
|
2020
Q4 | $2.67M | Buy |
12,439
+15
| +0.1% | +$3.22K | 1.01% | 24 |
|
|
2020
Q3 | $2.73M | Sell |
12,424
-43
| -0.3% | -$9.44K | 1.17% | 20 |
|
|
2020
Q2 | $2.3M | Sell |
12,467
-9
| -0.1% | -$1.66K | 1.08% | 23 |
|
|
2020
Q1 | $2.06M | Sell |
12,476
-92
| -0.7% | -$15.2K | 1.1% | 23 |
|
|
2019
Q4 | $2.48M | Buy |
12,568
+72
| +0.6% | +$14.2K | 1.11% | 19 |
|
|
2019
Q3 | $2.68M | Sell |
12,496
-194
| -2% | -$41.7K | 1.62% | 11 |
|
|
2019
Q2 | $2.64M | Buy |
12,690
+1
| +0% | +$208 | 1.54% | 12 |
|
|
2019
Q1 | $2.41M | Hold |
12,689
| – | – | 1.43% | 13 |
|
|
2018
Q4 | $2.25M | Buy |
+12,689
| New | +$2.25M | 1.71% | 11 |
|