ELMWOOD WEALTH MANAGEMENT, INC. – Marsh & McLennan Companies, Inc. Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$987,000
portfolio value
ELMWOOD WEALTH MANAGEMENT, 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 | Increase | +1.54% | 100 shares | -24K | $149.29 | 6.61K |
| Q2 2022 | share | Decrease | -2.62% | -175 shares | -129K | $155.25 | 6.51K |
| Q1 2022 | share | Increase | +4.04% | 260 shares | 23K | $170.42 | 6.68K |
| Q4 2021 | share | Decrease | -3.38% | -225 shares | 181K | $173.49 | 6.42K |
| Q2 2021 | share | Decrease | -0.75% | -50 shares | 120K | $139.68 | 6.65K |
| Q1 2021 | share | Decrease | -5.36% | -380 shares | 55K | $120.49 | 6.70K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $112.53 | 7.08K | |
| Q2 2020 | share | Decrease | -10.79% | -857 shares | 105.23K | $104.91 | 7.08K |
| Q1 2020 | share | Increase | +11.99% | 850 shares | -134.23K | $84.04 | 7.94K |
| Q4 2019 | share | Decrease | -1.56% | -112 shares | 69K | $107.87 | 7.09K |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $96.41 | 7.20K | |
| Q2 2019 | share | Decrease | -0.55% | -40 shares | 38K | $95.7 | 7.20K |
| Q1 2019 | share | Decrease | -4.48% | -340 shares | 75K | $89.68 | 7.24K |
| Q4 2018 | share | Decrease | -6.28% | -508 shares | -64.20K | $75.79 | 7.58K |
| Q3 2018 | share | Increase | +3.85% | 300 shares | 30.65K | $78.21 | 8.09K |
| Q2 2018 | share | Decrease | -1.89% | -150 shares | -17.21K | $77.13 | 7.79K |
| Q1 2018 | share | Increase | 0.00% | 7.94K shares | 655.76K | $77.35 | 7.94K |