MISSION WEALTH MANAGEMENT, LP – Marsh & McLennan Companies, Inc. Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$1.34M
portfolio value
MISSION WEALTH MANAGEMENT, LP 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 | -0.18% | -16 shares | -56K | $149.29 | 9.02K |
| Q2 2022 | share | Increase | +11.53% | 935 shares | 22K | $155.25 | 9.04K |
| Q1 2022 | share | Increase | +7.95% | 597 shares | 76K | $170.42 | 8.11K |
| Q4 2021 | share | Increase | +5.08% | 363 shares | 223K | $173.49 | 7.51K |
| Q3 2021 | share | Decrease | -2.96% | -218 shares | 46K | $150.91 | 7.15K |
| Q2 2021 | share | Decrease | -1.90% | -143 shares | 122K | $139.68 | 7.36K |
| Q1 2021 | share | Increase | +12.71% | 847 shares | 135K | $120.49 | 7.51K |
| Q4 2020 | share | Increase | +29.22% | 1.50K shares | 188K | $115.25 | 6.66K |
| Q3 2020 | share | Increase | +3.93% | 195 shares | 59K | $112.53 | 5.15K |
| Q2 2020 | share | Increase | +6.16% | 288 shares | 129K | $104.91 | 4.96K |
| Q1 2020 | share | Decrease | -0.43% | -20 shares | -119K | $84.04 | 4.67K |
| Q4 2019 | share | Increase | +2.49% | 114 shares | 65K | $107.87 | 4.69K |
| Q3 2019 | share | Decrease | -4.04% | -193 shares | -18K | $96.41 | 4.58K |
| Q2 2019 | share | Decrease | -1.12% | -54 shares | 23K | $95.7 | 4.77K |
| Q1 2019 | share | Increase | +5.99% | 273 shares | 90K | $89.68 | 4.82K |
| Q4 2018 | share | Increase | +4.00% | 175 shares | 1K | $75.79 | 4.55K |
| Q3 2018 | share | Increase | +18.38% | 680 shares | 59K | $78.21 | 4.37K |
| Q2 2018 | share | Increase | +13.96% | 453 shares | 35K | $77.13 | 3.69K |
| Q1 2018 | share | Increase | +6.74% | 205 shares | 20K | $77.35 | 3.24K |
| Q4 2017 | share | Decrease | -1.11% | -34 shares | -10K | $75.89 | 3.04K |
| Q3 2017 | share | Increase | +18.13% | 472 shares | 55K | $77.79 | 3.07K |
| Q2 2017 | share | Increase | 0.00% | 2.60K shares | 203K | $72.02 | 2.60K |