HERITAGE WEALTH ADVISORS – Marsh & McLennan Companies, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.92M
portfolio value
HERITAGE WEALTH ADVISORS 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 | -77K | $149.29 | 12.91K | |
| Q2 2022 | share | 0.00% | 0 shares | -196K | $155.25 | 12.91K | |
| Q1 2022 | share | 0.00% | 0 shares | -44K | $170.42 | 12.91K | |
| Q4 2021 | share | 0.00% | 0 shares | 289.14K | $173.49 | 12.91K | |
| Q3 2021 | share | Decrease | -12.20% | -1.79K shares | -113.55K | $150.91 | 12.91K |
| Q2 2021 | share | Decrease | -9.42% | -1.53K shares | 91.33K | $139.68 | 14.70K |
| Q1 2021 | share | 0.00% | 0 shares | 77.78K | $120.49 | 16.23K | |
| Q4 2020 | share | Increase | +17.32% | 2.39K shares | 312.44K | $115.25 | 16.23K |
| Q3 2020 | share | 0.00% | 0 shares | 101.45K | $112.53 | 13.84K | |
| Q2 2020 | share | 0.00% | 0 shares | 289.41K | $104.91 | 13.84K | |
| Q1 2020 | share | Decrease | -0.09% | -12 shares | -346.66K | $84.04 | 13.84K |
| Q4 2019 | share | Increase | +0.09% | 13 shares | 159.35K | $107.87 | 13.85K |
| Q3 2019 | share | Decrease | -0.01% | -1 shares | 3.36K | $96.41 | 13.84K |
| Q2 2019 | share | Increase | +1025.28% | 12.61K shares | 1.26M | $95.7 | 13.84K |
| Q1 2019 | share | Increase | +0.08% | 1 shares | 17.49K | $89.68 | 1.23K |
| Q4 2018 | share | 0.00% | 0 shares | -3K | $75.79 | 1.22K | |
| Q3 2018 | share | Increase | 0.00% | 1.22K shares | 101K | $78.21 | 1.22K |