MOUNT YALE INVESTMENT ADVISORS, LLC – Marsh & McLennan Companies, Inc. Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.58M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | -6.08% | -685 shares | -169K | $149.29 | 10.58K |
| Q2 2022 | share | Increase | +7.22% | 759 shares | -42K | $155.25 | 11.26K |
| Q1 2022 | share | Increase | +34.46% | 2.69K shares | 433K | $170.42 | 10.50K |
| Q4 2021 | share | Decrease | -2.77% | -223 shares | 141K | $173.49 | 7.81K |
| Q3 2021 | share | Decrease | -7.31% | -634 shares | -3K | $150.91 | 8.03K |
| Q2 2021 | share | Increase | +1.06% | 91 shares | 175K | $139.68 | 8.67K |
| Q1 2021 | share | Increase | +52.24% | 2.94K shares | 386K | $120.49 | 8.58K |
| Q4 2020 | share | Decrease | -13.78% | -901 shares | -91K | $115.25 | 5.63K |
| Q3 2020 | share | Increase | +4.94% | 308 shares | 81K | $112.53 | 6.53K |
| Q2 2020 | share | Increase | +16.76% | 894 shares | 208K | $104.91 | 6.22K |
| Q1 2020 | share | Increase | +39.26% | 1.50K shares | 32K | $84.04 | 5.33K |
| Q4 2019 | share | Increase | +11.04% | 381 shares | 70K | $107.87 | 3.83K |
| Q3 2019 | share | Increase | +7.78% | 249 shares | 48K | $96.41 | 3.45K |
| Q2 2019 | share | Decrease | -2.08% | -68 shares | 4K | $95.7 | 3.20K |
| Q1 2019 | share | Decrease | -2.21% | -74 shares | 4K | $89.68 | 3.26K |
| Q4 2018 | share | Decrease | -2.99% | -103 shares | 2K | $75.79 | 3.34K |
| Q3 2018 | share | Increase | +5.77% | 188 shares | 34K | $78.21 | 3.44K |
| Q2 2018 | share | Increase | 0.00% | 3.25K shares | 267K | $77.13 | 3.25K |