BERGANKDV WEALTH MANAGEMENT, LLC – Marsh & McLennan Companies, Inc. Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$377,000
portfolio value
BERGANKDV 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 | Increase | +167.05% | 1.58K shares | 230K | $149.29 | 2.52K |
| Q2 2022 | share | 0.00% | 0 shares | -14K | $155.25 | 947 | |
| Q1 2022 | share | 0.00% | 0 shares | -4K | $170.42 | 947 | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $173.49 | 947 | |
| Q3 2021 | share | 0.00% | 0 shares | 10K | $150.91 | 947 | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $139.68 | 947 | |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $120.49 | 947 | |
| Q4 2020 | share | Increase | +51.04% | 320 shares | 39K | $115.25 | 947 |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $112.53 | 627 | |
| Q2 2020 | share | Increase | +33.69% | 158 shares | 26K | $104.91 | 627 |
| Q1 2020 | share | Increase | +33.24% | 117 shares | 2K | $84.04 | 469 |
| Q4 2019 | share | Increase | +3.83% | 13 shares | 5K | $107.87 | 352 |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $96.41 | 339 | |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $95.7 | 339 | |
| Q1 2019 | share | 0.00% | 0 shares | 5K | $89.68 | 339 | |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $75.79 | 339 | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $78.21 | 339 | |
| Q2 2018 | share | Increase | 0.00% | 339 shares | 28K | $77.13 | 339 |