KCS WEALTH ADVISORY – Marsh & McLennan Companies, Inc. Transaction History
KCS WEALTH ADVISORY portfolio value:
$1.06M
portfolio value
KCS WEALTH ADVISORY 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 | -44.97% | -5.85K shares | -950K | $149.29 | 7.15K |
| Q2 2022 | share | Decrease | -14.01% | -2.11K shares | -559K | $155.25 | 13.00K |
| Q1 2022 | share | Increase | +4.20% | 610 shares | 55K | $170.42 | 15.12K |
| Q4 2021 | share | Decrease | -3.35% | -503 shares | 249K | $173.49 | 14.51K |
| Q3 2021 | share | Increase | +1.24% | 184 shares | 187K | $150.91 | 15.02K |
| Q2 2021 | share | Increase | +4.89% | 692 shares | 364K | $139.68 | 14.83K |
| Q1 2021 | share | Increase | +7.22% | 952 shares | 180K | $120.49 | 14.14K |
| Q4 2020 | share | Increase | +5.43% | 679 shares | 108K | $115.25 | 13.19K |
| Q3 2020 | share | Decrease | -0.35% | -44 shares | 87K | $112.53 | 12.51K |
| Q2 2020 | share | Increase | +11.80% | 1.32K shares | 377K | $104.91 | 12.55K |
| Q1 2020 | share | Increase | +17.16% | 1.64K shares | -97K | $84.04 | 11.23K |
| Q4 2019 | share | Decrease | -0.58% | -56 shares | 103.19K | $107.87 | 9.58K |
| Q3 2019 | share | Increase | +5.22% | 478 shares | 50.80K | $96.41 | 9.64K |
| Q2 2019 | share | Increase | +5.16% | 450 shares | 96K | $95.7 | 9.16K |
| Q1 2019 | share | Increase | +11.37% | 890 shares | 194K | $89.68 | 8.71K |
| Q4 2018 | share | Increase | +11.36% | 798 shares | 43K | $75.79 | 7.82K |
| Q3 2018 | share | Increase | +23.58% | 1.34K shares | 115K | $78.21 | 7.02K |
| Q2 2018 | share | Increase | +2.43% | 135 shares | 8K | $77.13 | 5.68K |
| Q1 2018 | share | Increase | +11.78% | 585 shares | 54K | $77.35 | 5.55K |
| Q4 2017 | share | Increase | 0.00% | 4.96K shares | 404K | $75.89 | 4.96K |