Vertex Planning Partners’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 | $752K | Buy |
2,574
+32
| +1% | +$9.35K | 0.16% | 78 |
|
|
2025
Q1 | $794K | Sell |
2,542
-112
| -4% | -$35K | 0.17% | 74 |
|
|
2024
Q4 | $769K | Buy |
2,654
+218
| +9% | +$63.2K | 0.17% | 75 |
|
|
2024
Q3 | $742K | Sell |
2,436
-136
| -5% | -$41.4K | 0.18% | 65 |
|
|
2024
Q2 | $655K | Sell |
2,572
-39
| -1% | -$9.94K | 0.17% | 65 |
|
|
2024
Q1 | $736K | Sell |
2,611
-362
| -12% | -$102K | 0.2% | 58 |
|
|
2023
Q4 | $881K | Buy |
2,973
+325
| +12% | +$96.4K | 0.26% | 47 |
|
|
2023
Q3 | $698K | Sell |
2,648
-81
| -3% | -$21.3K | 0.24% | 51 |
|
|
2023
Q2 | $814K | Buy |
2,729
+903
| +49% | +$269K | 0.28% | 51 |
|
|
2023
Q1 | $511K | Sell |
1,826
-1,016
| -36% | -$284K | 0.19% | 62 |
|
|
2022
Q4 | $749K | Buy |
+2,842
| New | +$749K | 0.29% | 48 |
|