FORVIS WEALTH ADVISORS, LLC – McDonald's Corporation Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$2.27M
portfolio value
FORVIS WEALTH ADVISORS, LLC 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 | Increase | +9.79% | 879 shares | 59K | $230.74 | 9.85K |
| Q2 2022 | share | Increase | +20.05% | 1.49K shares | 367K | $246.88 | 8.97K |
| Q1 2022 | share | Decrease | -0.91% | -69 shares | -174K | $247.28 | 7.47K |
| Q4 2021 | share | Increase | +10.66% | 727 shares | 379K | $267.21 | 7.54K |
| Q3 2021 | share | Increase | +6.88% | 439 shares | 170K | $239.76 | 6.82K |
| Q2 2021 | share | Decrease | -14.31% | -1.06K shares | -195K | $228.45 | 6.38K |
| Q1 2021 | share | Decrease | -34.41% | -3.90K shares | -767K | $220.46 | 7.44K |
| Q4 2020 | share | Increase | +1.79% | 200 shares | -12K | $209.75 | 11.35K |
| Q3 2020 | share | Decrease | -2.25% | -257 shares | 343K | $213.28 | 11.15K |
| Q2 2020 | share | Increase | +4.42% | 483 shares | 298K | $178.21 | 11.41K |
| Q1 2020 | share | Increase | +2.58% | 275 shares | -298K | $158.67 | 10.92K |
| Q4 2019 | share | Increase | +22.03% | 1.92K shares | 231K | $188.42 | 10.65K |
| Q3 2019 | share | Decrease | -1.18% | -104 shares | 40K | $203.41 | 8.73K |
| Q2 2019 | share | Decrease | -1.70% | -153 shares | 127K | $195.69 | 8.83K |
| Q1 2019 | share | Increase | +2.76% | 241 shares | 154K | $177.92 | 8.98K |
| Q4 2018 | share | Decrease | -0.75% | -66 shares | 79K | $165.32 | 8.74K |
| Q3 2018 | share | Decrease | -0.94% | -84 shares | 80K | $154.8 | 8.81K |
| Q2 2018 | share | Increase | +14.32% | 1.11K shares | 177K | $144.09 | 8.89K |
| Q1 2018 | share | Decrease | -13.94% | -1.26K shares | -339K | $142.9 | 7.78K |
| Q4 2017 | share | Decrease | -1.08% | -99 shares | 124K | $156.28 | 9.04K |
| Q3 2017 | share | Decrease | -0.17% | -16 shares | 29K | $141.43 | 9.14K |
| Q2 2017 | share | Increase | +71.50% | 3.81K shares | 711K | $137.45 | 9.15K |
| Q1 2017 | share | Increase | +2.59% | 135 shares | 58K | $115.6 | 5.34K |
| Q4 2016 | share | Increase | +1.54% | 79 shares | 43K | $107.76 | 5.20K |
| Q3 2016 | share | Increase | +2.58% | 129 shares | -10K | $101.34 | 5.12K |
| Q2 2016 | share | Decrease | -2.06% | -105 shares | -40K | $104.91 | 4.99K |
| Q1 2016 | share | Decrease | -11.88% | -688 shares | -43K | $108.77 | 5.10K |