HERITAGE WEALTH MANAGEMENT, LLC – Marsh & McLennan Companies, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$206,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | -7.93K | $149.29 | 1.37K | |
| Q2 2022 | share | 0.00% | 0 shares | -21.06K | $155.25 | 1.37K | |
| Q1 2022 | share | Decrease | -8.68% | -131 shares | 6K | $170.42 | 1.37K |
| Q3 2021 | share | Increase | +11.04% | 150 shares | 38K | $150.91 | 1.50K |
| Q2 2021 | share | Decrease | -3.89% | -55 shares | 19K | $139.68 | 1.35K |
| Q1 2021 | share | Increase | 0.00% | 1.41K shares | 172K | $120.49 | 1.41K |