SUMMIT FINANCIAL WEALTH ADVISORS, LLC – McDonald's Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$310,000
portfolio value
SUMMIT FINANCIAL 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 | Decrease | -16.36% | -229 shares | -41K | $230.74 | 1.17K |
| Q2 2022 | share | Increase | +24.00% | 271 shares | 72K | $246.88 | 1.4K |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $247.28 | 1.12K | |
| Q4 2021 | share | Decrease | -3.67% | -43 shares | 20K | $267.21 | 1.12K |
| Q3 2021 | share | 0.00% | 0 shares | 12K | $239.76 | 1.17K | |
| Q2 2021 | share | 0.00% | 0 shares | 20K | $228.45 | 1.17K | |
| Q1 2021 | share | Decrease | -8.44% | -108 shares | -30K | $220.46 | 1.17K |
| Q4 2020 | share | Decrease | -3.76% | -50 shares | -2K | $209.75 | 1.28K |
| Q3 2020 | share | Decrease | -1.85% | -25 shares | 31K | $213.28 | 1.33K |
| Q2 2020 | share | Decrease | -43.68% | -1.05K shares | -174K | $178.21 | 1.35K |
| Q1 2020 | share | Decrease | -10.46% | -281 shares | -136K | $158.67 | 2.40K |
| Q4 2019 | share | Decrease | -10.64% | -320 shares | -67K | $188.42 | 2.68K |
| Q3 2019 | share | Increase | +1.69% | 50 shares | 15K | $203.41 | 3.00K |
| Q2 2019 | share | 0.00% | 0 shares | 57K | $195.69 | 2.95K | |
| Q1 2019 | share | Decrease | -8.76% | -284 shares | -19K | $177.92 | 2.95K |
| Q4 2018 | share | Increase | +1.00% | 32 shares | 51K | $165.32 | 3.24K |
| Q3 2018 | share | Decrease | -31.56% | -1.48K shares | -208K | $154.8 | 3.20K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $144.09 | 4.68K | |
| Q1 2018 | share | Decrease | -8.61% | -442 shares | -150K | $142.9 | 4.68K |
| Q4 2017 | share | Decrease | -5.77% | -314 shares | 30K | $156.28 | 5.13K |
| Q3 2017 | share | Decrease | -23.72% | -1.69K shares | -240K | $141.43 | 5.44K |
| Q2 2017 | share | Decrease | -10.07% | -799 shares | 64K | $137.45 | 7.13K |
| Q1 2017 | share | Decrease | -7.58% | -651 shares | -16K | $115.6 | 7.93K |
| Q4 2016 | share | Decrease | -6.30% | -577 shares | -12K | $107.76 | 8.58K |
| Q3 2016 | share | Increase | +6.43% | 554 shares | 21K | $101.34 | 9.16K |
| Q2 2016 | share | Decrease | -16.58% | -1.71K shares | -261K | $104.91 | 8.61K |
| Q1 2016 | share | Increase | +1.49% | 152 shares | 96K | $108.77 | 10.32K |