Asset Planning,Inc MCD Holdings History
Number of Shares
13,164.00
Current Holdings Value*
$4.11 Mil
% of Portfolio
3.26%
Total Estimate Gain
$-66,847.35
% of Total Estimate Gain
-1.68%
Asset Planning,Inc's McDonald's Corp Holding Summary
As of 2025-03-31, Asset Planning,Inc held 13,164.00 shares of McDonald's Corp(MCD), totaling $4.11 Mil. This investment constitutes 3.26% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $299.10 for 159.00 shares. Based on historical transaction data and MCD's current price of $293.02, Asset Planning,Inc's estimated gain on his MCD holdings is $-66,847.35, reflecting a -1.68% gain to date.
Asset Planning,Inc MCD ($293.02) Holding Chart
Asset Planning,Inc MCD ($293.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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