SHEETS SMITH WEALTH MANAGEMENT – McDonald's Corporation Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$901,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-6.54%
quarter
McDonald's Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.74% | -29 shares | -70K | $230.74 | 3.90K |
| Q2 2022 | share | Decrease | -4.79% | -198 shares | -50K | $246.88 | 3.93K |
| Q1 2022 | share | Decrease | -2.55% | -108 shares | -115K | $247.28 | 4.13K |
| Q4 2021 | share | Decrease | -1.07% | -46 shares | 103K | $267.21 | 4.23K |
| Q3 2021 | share | Decrease | -3.32% | -147 shares | 9K | $239.76 | 4.28K |
| Q2 2021 | share | Decrease | -0.02% | -1 shares | 30K | $228.45 | 4.43K |
| Q1 2021 | share | Increase | +2.00% | 87 shares | 61K | $220.46 | 4.43K |
| Q4 2020 | share | Decrease | -3.42% | -154 shares | -55K | $209.75 | 4.34K |
| Q3 2020 | share | Decrease | -1.60% | -73 shares | 144K | $213.28 | 4.5K |
| Q2 2020 | share | Decrease | -4.71% | -226 shares | 50K | $178.21 | 4.57K |
| Q1 2020 | share | Increase | +27.40% | 1.03K shares | 50K | $158.67 | 4.79K |
| Q4 2019 | share | Decrease | -6.46% | -260 shares | -121K | $188.42 | 3.76K |
| Q3 2019 | share | Decrease | -14.45% | -680 shares | -112K | $203.41 | 4.02K |
| Q2 2019 | share | Decrease | -2.71% | -131 shares | 58K | $195.69 | 4.70K |
| Q1 2019 | share | Decrease | -0.84% | -41 shares | 53K | $177.92 | 4.83K |
| Q4 2018 | share | Increase | +0.21% | 10 shares | 52K | $165.32 | 4.87K |
| Q3 2018 | share | Decrease | -26.03% | -1.71K shares | -217K | $154.8 | 4.86K |
| Q2 2018 | share | Increase | +0.17% | 11 shares | 3K | $144.09 | 6.58K |
| Q1 2018 | share | Increase | +0.17% | 11 shares | -101K | $142.9 | 6.57K |
| Q4 2017 | share | Increase | +0.15% | 10 shares | 103K | $156.28 | 6.56K |
| Q3 2017 | share | Increase | +0.94% | 61 shares | 32K | $141.43 | 6.55K |
| Q2 2017 | share | Increase | +0.15% | 10 shares | 154K | $137.45 | 6.48K |
| Q1 2017 | share | Decrease | -0.43% | -28 shares | 48K | $115.6 | 6.47K |
| Q4 2016 | share | Decrease | -3.93% | -266 shares | 11K | $107.76 | 6.50K |
| Q3 2016 | share | Increase | +0.22% | 15 shares | -32K | $101.34 | 6.77K |
| Q2 2016 | share | Decrease | -2.68% | -186 shares | -60K | $104.91 | 6.75K |
| Q1 2016 | share | Decrease | -0.27% | -19 shares | 50K | $108.77 | 6.94K |