REGENT PEAK WEALTH ADVISORS LLC – McDonald's Corporation Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$2.52M
portfolio value
REGENT PEAK 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 | +1.12% | 121 shares | -146K | $230.74 | 10.93K |
| Q2 2022 | share | Increase | +0.32% | 35 shares | 4K | $246.88 | 10.81K |
| Q1 2022 | share | Increase | +5.50% | 562 shares | -74K | $247.28 | 10.77K |
| Q4 2021 | share | Decrease | -6.54% | -715 shares | 103K | $267.21 | 10.21K |
| Q3 2021 | share | Increase | +1.63% | 175 shares | 25K | $239.76 | 10.93K |
| Q2 2021 | share | Increase | +13.47% | 1.27K shares | 487K | $228.45 | 10.75K |
| Q1 2021 | share | Increase | +15.29% | 1.25K shares | 360K | $220.46 | 9.47K |
| Q4 2020 | share | Increase | +1.87% | 151 shares | -8K | $209.75 | 8.22K |
| Q3 2020 | share | Increase | +4.24% | 328 shares | 344K | $213.28 | 8.07K |
| Q2 2020 | share | Decrease | -1.96% | -155 shares | 122K | $178.21 | 7.74K |
| Q1 2020 | share | Decrease | -9.53% | -832 shares | -419K | $158.67 | 7.89K |
| Q4 2019 | share | Increase | 0.00% | 8.73K shares | 1.72M | $188.42 | 8.73K |