TRINITYPOINT WEALTH, LLC – Marsh & McLennan Companies, Inc. Transaction History
TRINITYPOINT WEALTH, LLC portfolio value:
$1.10M
portfolio value
TRINITYPOINT WEALTH, 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 | -0.07% | -5 shares | -45K | $149.29 | 7.42K |
Q2 2022 | share | Decrease | -1.39% | -105 shares | -130K | $155.25 | 7.42K |
Q1 2022 | share | Decrease | -5.73% | -458 shares | -106K | $170.42 | 7.53K |
Q4 2021 | share | Increase | +0.52% | 41 shares | 186K | $173.49 | 7.98K |
Q3 2021 | share | Decrease | -9.23% | -808 shares | -29K | $150.91 | 7.94K |
Q2 2021 | share | Increase | +0.26% | 23 shares | 168K | $139.68 | 8.75K |
Q1 2021 | share | Increase | +5.98% | 493 shares | 147K | $120.49 | 8.73K |
Q4 2020 | share | Decrease | -1.07% | -89 shares | -38K | $115.25 | 8.23K |
Q3 2020 | share | Decrease | -20.22% | -2.11K shares | -166K | $112.53 | 8.32K |
Q2 2020 | share | Increase | +67.78% | 4.21K shares | 583K | $104.91 | 10.43K |
Q1 2020 | share | Increase | +1.04% | 64 shares | -148K | $84.04 | 6.22K |
Q4 2019 | share | Increase | +0.18% | 11 shares | 55K | $107.87 | 6.15K |
Q3 2019 | share | Increase | +0.20% | 12 shares | 5K | $96.41 | 6.14K |
Q2 2019 | share | Increase | +124.97% | 3.40K shares | 370K | $95.7 | 6.13K |
Q1 2019 | share | Decrease | -25.49% | -933 shares | -36K | $89.68 | 2.72K |
Q4 2018 | share | Increase | 0.00% | 3.66K shares | 292K | $75.79 | 3.66K |