HERITAGE WEALTH ADVISORS – McDonald's Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$2.85M
portfolio value
HERITAGE WEALTH ADVISORS 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 | +3.33% | 399 shares | -101K | $230.74 | 12.38K |
| Q2 2022 | share | Decrease | -0.22% | -26 shares | -11K | $246.88 | 11.99K |
| Q1 2022 | share | Increase | +0.12% | 15 shares | -246K | $247.28 | 12.01K |
| Q4 2021 | share | Increase | +0.94% | 112 shares | 350.42K | $267.21 | 12.00K |
| Q3 2021 | share | Increase | +0.39% | 46 shares | 130.83K | $239.76 | 11.88K |
| Q2 2021 | share | Increase | +5.32% | 598 shares | 215.27K | $228.45 | 11.84K |
| Q1 2021 | share | Increase | +8.61% | 891 shares | 298.43K | $220.46 | 11.24K |
| Q4 2020 | share | Increase | +11.98% | 1.10K shares | 192.52K | $209.75 | 10.35K |
| Q3 2020 | share | Increase | +2.78% | 250 shares | 369.92K | $213.28 | 9.24K |
| Q2 2020 | share | Increase | +4.98% | 427 shares | 242.61K | $178.21 | 8.99K |
| Q1 2020 | share | Increase | +4.39% | 360 shares | -205.30K | $158.67 | 8.56K |
| Q4 2019 | share | Increase | +12.48% | 911 shares | 55.24K | $188.42 | 8.20K |
| Q3 2019 | share | Increase | +27.48% | 1.57K shares | 378.23K | $203.41 | 7.29K |
| Q2 2019 | share | Increase | +43.34% | 1.73K shares | 430.30K | $195.69 | 5.72K |
| Q1 2019 | share | Increase | +11.41% | 409 shares | 122.46K | $177.92 | 3.99K |
| Q4 2018 | share | Increase | +3.52% | 122 shares | 57K | $165.32 | 3.58K |
| Q3 2018 | share | 0.00% | 0 shares | 36K | $154.8 | 3.46K | |
| Q2 2018 | share | 0.00% | 0 shares | 2K | $144.09 | 3.46K | |
| Q1 2018 | share | Increase | +0.23% | 8 shares | -54K | $142.9 | 3.46K |
| Q4 2017 | share | Increase | +0.35% | 12 shares | 55K | $156.28 | 3.45K |
| Q3 2017 | share | Increase | +2.99% | 100 shares | 28K | $141.43 | 3.44K |
| Q2 2017 | share | 0.00% | 0 shares | 79K | $137.45 | 3.34K | |
| Q1 2017 | share | 0.00% | 0 shares | 26K | $115.6 | 3.34K | |
| Q4 2016 | share | Decrease | -26.06% | -1.17K shares | -114K | $107.76 | 3.34K |
| Q3 2016 | share | Decrease | -20.98% | -1.2K shares | -167K | $101.34 | 4.52K |
| Q2 2016 | share | Increase | +13.24% | 669 shares | 53K | $104.91 | 5.72K |
| Q1 2016 | share | 0.00% | 0 shares | 37K | $108.77 | 5.05K |