PINNACLE WEALTH PLANNING SERVICES, INC. – Marsh & McLennan Companies, Inc. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$707,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | -0.34% | -16 shares | -31K | $149.29 | 4.73K |
| Q2 2022 | share | Increase | +3.80% | 174 shares | -43K | $155.25 | 4.75K |
| Q1 2022 | share | Increase | +27.51% | 988 shares | 156K | $170.42 | 4.58K |
| Q4 2021 | share | Increase | +3.22% | 112 shares | 98K | $173.49 | 3.59K |
| Q3 2021 | share | Increase | +2.23% | 76 shares | 49K | $150.91 | 3.48K |
| Q2 2021 | share | Increase | +3.09% | 102 shares | 76K | $139.68 | 3.40K |
| Q1 2021 | share | Increase | +12.27% | 361 shares | 58K | $120.49 | 3.30K |
| Q4 2020 | share | Decrease | -1.31% | -39 shares | 3K | $115.25 | 2.94K |
| Q3 2020 | share | Decrease | -0.73% | -22 shares | 19K | $112.53 | 2.98K |
| Q2 2020 | share | Increase | +25.03% | 601 shares | 116K | $104.91 | 3.00K |
| Q1 2020 | share | Increase | +14.88% | 311 shares | -26K | $84.04 | 2.40K |
| Q4 2019 | share | Decrease | -5.09% | -112 shares | 12K | $107.87 | 2.09K |
| Q3 2019 | share | Increase | 0.00% | 2.20K shares | 220K | $96.41 | 2.20K |
| Q4 2018 | share | Decrease | -100.00% | -4.44K shares | -369K | $75.79 | 0 |
| Q3 2018 | share | Increase | +1.11% | 49 shares | 8K | $78.21 | 4.44K |
| Q2 2018 | share | Increase | +2.02% | 87 shares | 4K | $77.13 | 4.4K |
| Q1 2018 | share | Increase | +403.86% | 3.45K shares | 288K | $77.35 | 4.31K |
| Q4 2017 | share | Increase | 0.00% | 856 shares | 69K | $75.89 | 856 |