MARIETTA WEALTH MANAGEMENT, LLC – Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
6.42M
portfolio value
MARIETTA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.65% | 616 shares | -250K | 23.82K | |
| Q2 2022 | share | Increase | +3.17% | 712 shares | -513K | 23.20K | |
| Q1 2022 | share | Increase | +2.11% | 464 shares | -447K | 22.49K | |
| Q4 2021 | share | Increase | +3.00% | 641 shares | 1.35M | 22.03K | |
| Q3 2021 | share | Increase | +5.15% | 1.04K shares | 394K | 21.38K | |
| Q2 2021 | share | Increase | +12.98% | 2.33K shares | 837K | 20.34K | |
| Q1 2021 | share | Increase | +7.60% | 1.27K shares | 635K | 18.00K | |
| Q4 2020 | share | Increase | +4.24% | 681 shares | 587K | 16.73K | |
| Q3 2020 | share | Decrease | -1.97% | -322 shares | 349K | 16.05K | |
| Q2 2020 | share | Increase | +3.94% | 620 shares | 748K | 16.37K | |
| Q1 2020 | share | Increase | +4.66% | 702 shares | -479K | 15.75K | |
| Q4 2019 | share | Increase | +4.19% | 605 shares | 406K | 15.05K | |
| Q3 2019 | share | Increase | +6.57% | 890 shares | 76K | 14.44K | |
| Q2 2019 | share | Increase | +3.47% | 454 shares | 417K | 13.55K | |
| Q1 2019 | share | Increase | +13.29% | 1.53K shares | 500K | 13.10K | |
| Q4 2018 | share | Increase | 0.00% | 11.56K shares | 1.80M | 11.56K |