SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – McDonald's Corporation Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$2.16M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT 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 | -1.47% | -140 shares | -186K | $230.74 | 9.38K |
| Q2 2022 | share | Decrease | -1.92% | -187 shares | -50K | $246.88 | 9.52K |
| Q1 2022 | share | Decrease | -1.51% | -149 shares | -242K | $247.28 | 9.71K |
| Q4 2021 | share | Increase | +2.22% | 214 shares | 317K | $267.21 | 9.86K |
| Q3 2021 | share | Increase | +0.24% | 23 shares | 103K | $239.76 | 9.65K |
| Q2 2021 | share | Increase | +2.91% | 272 shares | 127K | $228.45 | 9.62K |
| Q1 2021 | share | Increase | +5.52% | 489 shares | 195K | $220.46 | 9.35K |
| Q4 2020 | share | Increase | +1.77% | 154 shares | -10K | $209.75 | 8.86K |
| Q3 2020 | share | Decrease | -0.57% | -50 shares | 292K | $213.28 | 8.71K |
| Q2 2020 | share | Decrease | -1.98% | -177 shares | 142K | $178.21 | 8.76K |
| Q1 2020 | share | Decrease | -0.83% | -75 shares | -303K | $158.67 | 8.93K |
| Q4 2019 | share | Increase | +2.47% | 217 shares | -108K | $188.42 | 9.01K |
| Q3 2019 | share | Decrease | -1.79% | -160 shares | 29K | $203.41 | 8.79K |
| Q2 2019 | share | 0.00% | 0 shares | 159K | $195.69 | 8.95K | |
| Q1 2019 | share | Decrease | -8.59% | -842 shares | -39K | $177.92 | 8.95K |
| Q4 2018 | share | Increase | 0.00% | 9.79K shares | 1.74M | $165.32 | 9.79K |