SOA WEALTH ADVISORS, LLC. – Marsh & McLennan Companies, Inc. Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$278,000
portfolio value
SOA WEALTH 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 | Increase | +0.11% | 2 shares | -10K | $149.29 | 1.86K |
| Q2 2022 | share | Increase | +0.11% | 2 shares | -28K | $155.25 | 1.86K |
| Q1 2022 | share | Increase | +0.32% | 6 shares | -5K | $170.42 | 1.85K |
| Q4 2021 | share | Increase | +0.27% | 5 shares | 42K | $173.49 | 1.85K |
| Q3 2021 | share | Increase | +0.49% | 9 shares | 21K | $150.91 | 1.84K |
| Q2 2021 | share | Increase | +2.17% | 39 shares | 39K | $139.68 | 1.83K |
| Q1 2021 | share | Increase | +3.51% | 61 shares | 24K | $120.49 | 1.79K |
| Q4 2020 | share | Increase | 0.00% | 1.73K shares | 195K | $115.25 | 1.73K |