DOUGHERTY WEALTH ADVISERS LLC – Marsh & McLennan Companies, Inc. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$147,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | 0.00% | 0 shares | -6K | $149.29 | 986 | |
| Q2 2022 | share | 0.00% | 0 shares | -15K | $155.25 | 986 | |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $170.42 | 986 | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $173.49 | 986 | |
| Q3 2021 | share | 0.00% | 0 shares | 10K | $150.91 | 986 | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $139.68 | 986 | |
| Q1 2021 | share | 0.00% | 0 shares | 5K | $120.49 | 986 | |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $115.25 | 986 | |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $112.53 | 986 | |
| Q2 2020 | share | 0.00% | 0 shares | 21K | $104.91 | 986 | |
| Q1 2020 | share | 0.00% | 0 shares | -25K | $84.04 | 986 | |
| Q4 2019 | share | 0.00% | 0 shares | 11K | $107.87 | 986 | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $96.41 | 986 | |
| Q2 2019 | share | 0.00% | 0 shares | 5K | $95.7 | 986 | |
| Q1 2019 | share | 0.00% | 0 shares | 5K | $89.68 | 986 | |
| Q4 2018 | share | Increase | 0.00% | 986 shares | 88K | $75.79 | 986 |