AVIDIAN WEALTH SOLUTIONS, LLC – Marsh & McLennan Companies, Inc. Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$560,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-3.84%
quarter
Marsh & McLennan Companies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.16% | -6 shares | -23K | $149.29 | 3.74K |
| Q2 2022 | share | Decrease | -0.42% | -16 shares | -60K | $155.25 | 3.75K |
| Q1 2022 | share | Increase | +6.23% | 221 shares | 26K | $170.42 | 3.77K |
| Q4 2021 | share | Increase | +4.41% | 150 shares | 102K | $173.49 | 3.55K |
| Q3 2021 | share | Increase | +10.75% | 330 shares | 83K | $150.91 | 3.4K |
| Q2 2021 | share | Increase | +3.12% | 93 shares | 69K | $139.68 | 3.07K |
| Q1 2021 | share | Increase | 0.00% | 2.97K shares | 363K | $120.49 | 2.97K |
| Q4 2020 | share | Increase | +12.08% | 333 shares | 45K | $115.25 | 3.08K |
| Q3 2020 | share | Increase | +1.70% | 46 shares | 25K | $112.53 | 2.75K |
| Q2 2020 | share | Increase | +14.44% | 342 shares | 86K | $104.91 | 2.71K |
| Q1 2020 | share | Increase | +9.94% | 214 shares | -35K | $84.04 | 2.36K |
| Q4 2019 | share | Increase | 0.00% | 2.15K shares | 240K | $107.87 | 2.15K |