AHB
Abner Herrman & Brock’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,850
| Closed | -$413K | – | 82 |
|
|
2024
Q3 | $413K | Hold |
1,850
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $390K | Hold |
1,850
| – | – | 0.05% | 68 |
|
|
2024
Q1 | $381K | Sell |
1,850
-20
| -1% | -$4.12K | 0.05% | 67 |
|
|
2023
Q4 | $354K | Hold |
1,870
| – | – | 0.05% | 75 |
|
|
2023
Q3 | $356K | Hold |
1,870
| – | – | 0.05% | 71 |
|
|
2023
Q2 | $352K | Buy |
1,870
+20
| +1% | +$3.77K | 0.05% | 76 |
|
|
2023
Q1 | $308K | Sell |
1,850
-13
| -0.7% | -$2.16K | 0.05% | 77 |
|
|
2022
Q4 | $308K | Hold |
1,863
| – | – | 0.05% | 82 |
|
|
2022
Q3 | $278K | Hold |
1,863
| – | – | 0.05% | 75 |
|
|
2022
Q2 | $289K | Sell |
1,863
-144
| -7% | -$22.3K | 0.05% | 75 |
|
|
2022
Q1 | $342K | Hold |
2,007
| – | – | 0.05% | 76 |
|
|
2021
Q4 | $349K | Sell |
2,007
-35
| -2% | -$6.09K | 0.05% | 78 |
|
|
2021
Q3 | $309K | Buy |
2,042
+9
| +0.4% | +$1.36K | 0.04% | 79 |
|
|
2021
Q2 | $286K | Hold |
2,033
| – | – | 0.04% | 77 |
|
|
2021
Q1 | $248K | Sell |
2,033
-350
| -15% | -$42.7K | 0.04% | 84 |
|
|
2020
Q4 | $279K | Sell |
2,383
-220
| -8% | -$25.8K | 0.04% | 88 |
|
|
2020
Q3 | $299K | Sell |
2,603
-6,263
| -71% | -$719K | 0.05% | 79 |
|
|
2020
Q2 | $952K | Buy |
8,866
+6,251
| +239% | +$671K | 0.17% | 55 |
|
|
2020
Q1 | $226K | Buy |
2,615
+57
| +2% | +$4.93K | 0.05% | 84 |
|
|
2019
Q4 | $285K | Sell |
2,558
-47
| -2% | -$5.24K | 0.04% | 92 |
|
|
2019
Q3 | $261K | Buy |
2,605
+44
| +2% | +$4.41K | 0.04% | 106 |
|
|
2019
Q2 | $255K | Hold |
2,561
| – | – | 0.04% | 104 |
|
|
2019
Q1 | $240K | Hold |
2,561
| – | – | 0.04% | 109 |
|
|
2018
Q4 | $204K | Buy |
2,561
+47
| +2% | +$3.74K | 0.04% | 115 |
|
|
2018
Q3 | $208K | Sell |
2,514
-85
| -3% | -$7.03K | 0.03% | 120 |
|
|
2018
Q2 | $213K | Sell |
2,599
-100
| -4% | -$8.2K | 0.03% | 121 |
|
|
2018
Q1 | $223K | Hold |
2,699
| – | – | 0.04% | 121 |
|
|
2017
Q4 | $220K | Sell |
2,699
-81
| -3% | -$6.6K | 0.04% | 113 |
|
|
2017
Q3 | $233K | Hold |
2,780
| – | – | 0.04% | 115 |
|
|
2017
Q2 | $217K | Buy |
+2,780
| New | +$217K | 0.04% | 122 |
|