Abbrea Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $695K | Buy |
3,298
+39
| +1% | +$8.22K | 0.09% | 138 |
|
|
2024
Q1 | $671K | Hold |
3,259
| – | – | 0.09% | 146 |
|
|
2023
Q4 | $617K | Hold |
3,259
| – | – | 0.09% | 145 |
|
|
2023
Q3 | $620K | Buy |
3,259
+2
| +0.1% | +$380 | 0.1% | 138 |
|
|
2023
Q2 | $613K | Hold |
3,257
| – | – | 0.09% | 145 |
|
|
2023
Q1 | $542K | Hold |
3,257
| – | – | 0.09% | 148 |
|
|
2022
Q4 | $539K | Hold |
3,257
| – | – | 0.1% | 146 |
|
|
2022
Q3 | $486K | Hold |
3,257
| – | – | 0.09% | 144 |
|
|
2022
Q2 | $506K | Hold |
3,257
| – | – | 0.08% | 158 |
|
|
2022
Q1 | $555K | Hold |
3,257
| – | – | 0.08% | 161 |
|
|
2021
Q4 | $566K | Buy |
3,257
+1,009
| +45% | +$175K | 0.08% | 161 |
|
|
2021
Q3 | $340K | Hold |
2,248
| – | – | 0.05% | 193 |
|
|
2021
Q2 | $316K | Hold |
2,248
| – | – | 0.05% | 200 |
|
|
2021
Q1 | $274K | Buy |
2,248
+431
| +24% | +$52.5K | 0.05% | 195 |
|
|
2020
Q4 | $213K | Buy |
1,817
+17
| +0.9% | +$1.99K | 0.04% | 207 |
|
|
2020
Q3 | $206K | Buy |
+1,800
| New | +$206K | 0.04% | 175 |
|
|
2020
Q1 | – | Sell |
-1,817
| Closed | -$202K | – | 187 |
|
|
2019
Q4 | $202K | Buy |
+1,817
| New | +$202K | 0.04% | 189 |
|