WealthPLAN 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 | $693K | Buy |
2,372
+225
| +10% | +$65.8K | 0.11% | 151 |
|
|
2025
Q1 | $671K | Sell |
2,147
-208
| -9% | -$65K | 0.09% | 149 |
|
|
2024
Q4 | $683K | Sell |
2,355
-358
| -13% | -$104K | 0.1% | 146 |
|
|
2024
Q3 | $826K | Sell |
2,713
-936
| -26% | -$285K | 0.11% | 135 |
|
|
2024
Q2 | $930K | Buy |
3,649
+1
| +0% | +$255 | 0.1% | 149 |
|
|
2024
Q1 | $1.03M | Sell |
3,648
-183
| -5% | -$51.6K | 0.11% | 151 |
|
|
2023
Q4 | $1.14M | Sell |
3,831
-51
| -1% | -$15.1K | 0.12% | 149 |
|
|
2023
Q3 | $1.02M | Buy |
3,882
+34
| +0.9% | +$8.96K | 0.12% | 143 |
|
|
2023
Q2 | $1.15M | Sell |
3,848
-213
| -5% | -$63.6K | 0.16% | 126 |
|
|
2023
Q1 | $1.14M | Sell |
4,061
-4,096
| -50% | -$1.15M | 0.13% | 140 |
|
|
2022
Q4 | $2.17M | Buy |
+8,157
| New | +$2.17M | 0.15% | 114 |
|
|
2022
Q1 | $2.88M | Sell |
11,556
-14,667
| -56% | -$3.65M | 0.2% | 102 |
|
|
2021
Q4 | $6.8M | Sell |
26,223
-4,911
| -16% | -$1.27M | 0.45% | 66 |
|
|
2021
Q3 | $8.09M | Sell |
31,134
-35,226
| -53% | -$9.16M | 0.54% | 62 |
|
|
2021
Q2 | $15.6M | Buy |
66,360
+5,019
| +8% | +$1.18M | 1.1% | 27 |
|
|
2021
Q1 | $14.3M | Buy |
61,341
+2,970
| +5% | +$695K | 1.11% | 23 |
|
|
2020
Q4 | $12.3M | Buy |
58,371
+5,303
| +10% | +$1.12M | 1.05% | 25 |
|
|
2020
Q3 | $11.3M | Buy |
53,068
+1,605
| +3% | +$342K | 1.1% | 21 |
|
|
2020
Q2 | $10.6M | Buy |
51,463
+1,737
| +3% | +$359K | 1.1% | 20 |
|
|
2020
Q1 | $8.72M | Buy |
49,726
+44,770
| +903% | +$7.85M | 1.13% | 21 |
|
|
2019
Q4 | $1.08M | Buy |
4,956
+463
| +10% | +$101K | 0.13% | 102 |
|
|
2019
Q3 | $876K | Buy |
4,493
+174
| +4% | +$33.9K | 0.12% | 114 |
|
|
2019
Q2 | $949K | Sell |
4,319
-1,164
| -21% | -$256K | 0.14% | 108 |
|
|
2019
Q1 | $1.09M | Buy |
5,483
+34
| +0.6% | +$6.77K | 0.17% | 94 |
|
|
2018
Q4 | $981K | Sell |
5,449
-300
| -5% | -$54K | 0.16% | 102 |
|
|
2018
Q3 | $1.06M | Sell |
5,749
-93
| -2% | -$17.1K | 0.19% | 92 |
|
|
2018
Q2 | $915K | Buy |
5,842
+117
| +2% | +$18.3K | 0.19% | 103 |
|
|
2018
Q1 | $895K | Buy |
5,725
+2,860
| +100% | +$447K | 0.2% | 101 |
|
|
2017
Q4 | $493K | Sell |
2,865
-119
| -4% | -$20.5K | 0.13% | 128 |
|
|
2017
Q3 | $468K | Sell |
2,984
-154
| -5% | -$24.2K | 0.13% | 118 |
|
|
2017
Q2 | $481K | Buy |
3,138
+2,895
| +1,191% | +$444K | 0.14% | 108 |
|
|
2017
Q1 | $31.6K | Buy |
+243
| New | +$31.6K | 0.11% | 147 |
|
|
2016
Q3 | $294K | Sell |
2,587
-2,399
| -48% | -$272K | 0.1% | 117 |
|
|
2016
Q2 | $302K | Buy |
+4,986
| New | +$302K | 0.04% | 289 |
|
|
2015
Q4 | $9.47K | Buy |
+220
| New | +$9.47K | ﹤0.01% | 1165 |
|
|
2015
Q2 | $4K | Sell |
42
-1,341
| -97% | -$128K | ﹤0.01% | 353 |
|
|
2015
Q1 | $131K | Buy |
+1,383
| New | +$131K | 0.06% | 151 |
|