WILLOW CREEK WEALTH MANAGEMENT INC. – Marsh & McLennan Companies, Inc. Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$303,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. 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 | -12K | $149.29 | 2.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -31K | $155.25 | 2.02K | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $170.42 | 2.02K | |
| Q4 2021 | share | 0.00% | 0 shares | 46K | $173.49 | 2.02K | |
| Q3 2021 | share | 0.00% | 0 shares | 22K | $150.91 | 2.02K | |
| Q2 2021 | share | 0.00% | 0 shares | 38K | $139.68 | 2.02K | |
| Q1 2021 | share | 0.00% | 0 shares | 10K | $120.49 | 2.02K | |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $115.25 | 2.02K | |
| Q3 2020 | share | Increase | 0.00% | 2.02K shares | 233K | $112.53 | 2.02K |
| Q1 2020 | share | Decrease | -100.00% | -1.81K shares | -203K | $84.04 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.81K shares | 203K | $107.87 | 1.81K |