EVERCORE WEALTH MANAGEMENT, LLC – Marsh & McLennan Companies, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.18M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -48K | $149.29 | 7.93K | |
| Q2 2022 | share | 0.00% | 0 shares | -120K | $155.25 | 7.93K | |
| Q1 2022 | share | Increase | +0.05% | 4 shares | -26K | $170.42 | 7.93K |
| Q4 2021 | share | 0.00% | 0 shares | 177K | $173.49 | 7.92K | |
| Q3 2021 | share | Decrease | -5.93% | -500 shares | 15K | $150.91 | 7.92K |
| Q2 2021 | share | Decrease | -3.99% | -350 shares | 116K | $139.68 | 8.42K |
| Q1 2021 | share | Decrease | -0.98% | -87 shares | 33K | $120.49 | 8.77K |
| Q4 2020 | share | Decrease | -2.38% | -216 shares | -5K | $115.25 | 8.86K |
| Q3 2020 | share | Increase | +4.64% | 403 shares | 110K | $112.53 | 9.08K |
| Q2 2020 | share | Decrease | -8.83% | -841 shares | 109K | $104.91 | 8.67K |
| Q1 2020 | share | Increase | +7.92% | 699 shares | -160K | $84.04 | 9.52K |
| Q4 2019 | share | Increase | +1.17% | 102 shares | 111K | $107.87 | 8.82K |
| Q3 2019 | share | Decrease | -7.38% | -695 shares | -67K | $96.41 | 8.71K |
| Q2 2019 | share | 0.00% | 0 shares | 55K | $95.7 | 9.41K | |
| Q1 2019 | share | Increase | +9.55% | 821 shares | 199K | $89.68 | 9.41K |
| Q4 2018 | share | Increase | +22.76% | 1.59K shares | 106K | $75.79 | 8.59K |
| Q3 2018 | share | 0.00% | 0 shares | 5K | $78.21 | 7K | |
| Q2 2018 | share | Decrease | -22.60% | -2.04K shares | -173K | $77.13 | 7K |
| Q1 2018 | share | 0.00% | 0 shares | 11K | $77.35 | 9.04K | |
| Q4 2017 | share | 0.00% | 0 shares | -22K | $75.89 | 9.04K | |
| Q3 2017 | share | Increase | +1.56% | 139 shares | 63K | $77.79 | 9.04K |
| Q2 2017 | share | 0.00% | 0 shares | 37K | $72.02 | 8.90K | |
| Q1 2017 | share | Decrease | -0.36% | -32 shares | 54K | $67.94 | 8.90K |
| Q4 2016 | share | Increase | +5.58% | 472 shares | 34K | $61.84 | 8.93K |
| Q3 2016 | share | Increase | +9.23% | 715 shares | 40K | $61.21 | 8.46K |
| Q2 2016 | share | Increase | +9.73% | 687 shares | 100K | $62 | 7.75K |
| Q1 2016 | share | 0.00% | 0 shares | 39K | $54.77 | 7.06K |