CAPITAL PLANNING ADVISORS, LLC – Marsh & McLennan Companies, Inc. Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$3.03M
portfolio value
CAPITAL PLANNING ADVISORS, 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 | Increase | +9.29% | 1.72K shares | 147K | $149.29 | 20.34K |
| Q2 2022 | share | Decrease | -0.28% | -53 shares | -291K | $155.25 | 18.61K |
| Q1 2022 | share | Decrease | -0.91% | -171 shares | -93K | $170.42 | 18.66K |
| Q4 2021 | share | Increase | +3.11% | 568 shares | 508K | $173.49 | 18.83K |
| Q3 2021 | share | Increase | +0.57% | 104 shares | 211K | $150.91 | 18.26K |
| Q2 2021 | share | Increase | +0.89% | 160 shares | 362K | $139.68 | 18.16K |
| Q1 2021 | share | Increase | +11.58% | 1.86K shares | 305K | $120.49 | 18.00K |
| Q4 2020 | share | Decrease | -16.41% | -3.16K shares | -326K | $115.25 | 16.13K |
| Q3 2020 | share | Decrease | -0.24% | -46 shares | 136K | $112.53 | 19.30K |
| Q2 2020 | share | Increase | +62.84% | 7.46K shares | 1.05M | $104.91 | 19.35K |
| Q1 2020 | share | Decrease | -2.81% | -343 shares | -335K | $84.04 | 11.88K |
| Q4 2019 | share | Increase | +7.14% | 815 shares | 220K | $107.87 | 12.22K |
| Q3 2019 | share | Decrease | -4.57% | -546 shares | -51K | $96.41 | 11.41K |
| Q2 2019 | share | Increase | +0.28% | 33 shares | 73K | $95.7 | 11.95K |
| Q1 2019 | share | Increase | +0.05% | 6 shares | 170K | $89.68 | 11.92K |
| Q4 2018 | share | Decrease | -16.30% | -2.32K shares | -228K | $75.79 | 11.91K |
| Q3 2018 | share | Increase | +104.11% | 7.26K shares | 606K | $78.21 | 14.23K |
| Q2 2018 | share | Increase | 0.00% | 6.97K shares | 572K | $77.13 | 6.97K |
| Q2 2017 | share | Decrease | -100.00% | -4.88K shares | -361K | $72.02 | 0 |
| Q1 2017 | share | 0.00% | 0 shares | 31K | $67.94 | 4.88K | |
| Q4 2016 | share | 0.00% | 0 shares | 2K | $61.84 | 4.88K | |
| Q3 2016 | share | 0.00% | 0 shares | -6K | $61.21 | 4.88K | |
| Q2 2016 | share | 0.00% | 0 shares | 37K | $62 | 4.88K | |
| Q1 2016 | share | 0.00% | 0 shares | 26K | $54.77 | 4.88K |