EP WEALTH ADVISORS, LLC – McDonald's Corporation Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$11.14M
portfolio value
EP 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 | +80.63% | 21.55K shares | 4.54M | $230.74 | 48.29K |
| Q2 2022 | share | Decrease | -1.89% | -514 shares | -138K | $246.88 | 26.73K |
| Q1 2022 | share | Decrease | -2.06% | -573 shares | -720K | $247.28 | 27.25K |
| Q4 2021 | share | Decrease | -1.32% | -371 shares | 661K | $267.21 | 27.82K |
| Q3 2021 | share | Increase | +6.88% | 1.81K shares | 705K | $239.76 | 28.19K |
| Q2 2021 | share | Decrease | -0.60% | -158 shares | 145K | $228.45 | 26.38K |
| Q1 2021 | share | Increase | +140.84% | 15.51K shares | 3.58M | $220.46 | 26.53K |
| Q4 2020 | share | Increase | +24.97% | 2.20K shares | 429K | $209.75 | 11.01K |
| Q3 2020 | share | Increase | +4.44% | 375 shares | 378K | $213.28 | 8.81K |
| Q2 2020 | share | Decrease | -21.44% | -2.30K shares | -220K | $178.21 | 8.44K |
| Q1 2020 | share | Increase | +17.61% | 1.60K shares | -29K | $158.67 | 10.74K |
| Q4 2019 | share | Increase | +7.49% | 637 shares | -19K | $188.42 | 9.13K |
| Q3 2019 | share | Increase | +10.40% | 801 shares | 226K | $203.41 | 8.5K |
| Q2 2019 | share | Increase | +19.36% | 1.24K shares | 374K | $195.69 | 7.69K |
| Q1 2019 | share | Decrease | -2.42% | -160 shares | 51K | $177.92 | 6.45K |
| Q4 2018 | share | Increase | +2.45% | 158 shares | 95K | $165.32 | 6.61K |
| Q3 2018 | share | Increase | +85.83% | 2.98K shares | 535K | $154.8 | 6.45K |
| Q2 2018 | share | Increase | +3.92% | 131 shares | 22K | $144.09 | 3.47K |
| Q1 2018 | share | Increase | +22.47% | 613 shares | 52K | $142.9 | 3.34K |
| Q4 2017 | share | Increase | +24.00% | 528 shares | 125K | $156.28 | 2.72K |
| Q3 2017 | share | Decrease | -13.11% | -332 shares | -43K | $141.43 | 2.2K |
| Q2 2017 | share | Increase | 0.00% | 2.53K shares | 388K | $137.45 | 2.53K |