WealthPLAN Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Sell |
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|
2025
Q2 | $693K | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $930K | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $6.8M | Sell |
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|
2021
Q3 | $8.09M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q3 | $11.3M | Buy |
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|
2020
Q2 | $10.6M | Buy |
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|
2020
Q1 | $8.72M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $981K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $915K | Buy |
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|
2018
Q1 | $895K | Buy |
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|
2017
Q4 | $493K | Sell |
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|
2017
Q3 | $468K | Sell |
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|
2017
Q2 | $481K | Buy |
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|
2017
Q1 | $31.6K | Buy |
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|
2016
Q3 | $294K | Sell |
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|
2016
Q2 | $302K | Buy |
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|
2015
Q4 | $9.47K | Buy |
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|
2015
Q2 | $4K | Sell |
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|
2015
Q1 | $131K | Buy |
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