SUMMIT FINANCIAL STRATEGIES, INC. – McDonald's Corporation Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$483,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. 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 | -7.14% | -161 shares | -74K | $230.74 | 2.09K |
| Q2 2022 | share | Increase | +36.67% | 605 shares | 149K | $246.88 | 2.25K |
| Q1 2022 | share | Decrease | -1.37% | -23 shares | -41K | $247.28 | 1.65K |
| Q4 2021 | share | Decrease | -23.01% | -500 shares | -75K | $267.21 | 1.67K |
| Q3 2021 | share | Decrease | -1.18% | -26 shares | 16K | $239.76 | 2.17K |
| Q2 2021 | share | Increase | +37.52% | 600 shares | 150K | $228.45 | 2.19K |
| Q1 2021 | share | Decrease | -3.27% | -54 shares | 3K | $220.46 | 1.59K |
| Q4 2020 | share | Increase | +10.72% | 160 shares | 27K | $209.75 | 1.65K |
| Q3 2020 | share | Decrease | -4.54% | -71 shares | 39K | $213.28 | 1.49K |
| Q2 2020 | share | 0.00% | 0 shares | 30K | $178.21 | 1.56K | |
| Q1 2020 | share | Decrease | -5.95% | -99 shares | -70K | $158.67 | 1.56K |
| Q4 2019 | share | 0.00% | 0 shares | -28K | $188.42 | 1.66K | |
| Q3 2019 | share | 0.00% | 0 shares | 12K | $203.41 | 1.66K | |
| Q2 2019 | share | Decrease | -1.77% | -30 shares | 23K | $195.69 | 1.66K |
| Q1 2019 | share | Increase | +8.66% | 135 shares | 45K | $177.92 | 1.69K |
| Q4 2018 | share | 0.00% | 0 shares | 16K | $165.32 | 1.55K | |
| Q3 2018 | share | 0.00% | 0 shares | 17K | $154.8 | 1.55K | |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $144.09 | 1.55K | |
| Q1 2018 | share | 0.00% | 0 shares | -24K | $142.9 | 1.55K | |
| Q4 2017 | share | 0.00% | 0 shares | 24K | $156.28 | 1.55K | |
| Q3 2017 | share | 0.00% | 0 shares | 5K | $141.43 | 1.55K | |
| Q2 2017 | share | 0.00% | 0 shares | 37K | $137.45 | 1.55K | |
| Q1 2017 | share | Increase | 0.00% | 1.55K shares | 202K | $115.6 | 1.55K |