VENTURI WEALTH MANAGEMENT, LLC – Marsh & McLennan Companies, Inc. Transaction History
VENTURI WEALTH MANAGEMENT, LLC portfolio value:
$850,000
portfolio value
VENTURI 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 | Decrease | -2.20% | -128 shares | -54K | $149.29 | 5.69K |
| Q2 2022 | share | Decrease | -1.85% | -110 shares | -107K | $155.25 | 5.82K |
| Q1 2022 | share | Increase | +2.22% | 129 shares | 2K | $170.42 | 5.93K |
| Q4 2021 | share | Decrease | -6.07% | -375 shares | 74K | $173.49 | 5.80K |
| Q3 2021 | share | Increase | +0.16% | 10 shares | 67K | $150.91 | 6.17K |
| Q2 2021 | share | Increase | +1.07% | 65 shares | 125K | $139.68 | 6.16K |
| Q1 2021 | share | Decrease | -1.37% | -85 shares | 19K | $120.49 | 6.10K |
| Q4 2020 | share | Increase | +20.58% | 1.05K shares | 135K | $115.25 | 6.18K |
| Q3 2020 | share | Increase | 0.00% | 5.13K shares | 589K | $112.53 | 5.13K |