Acorn Financial Advisory Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,607
| Closed | -$2.54M | – | 227 |
|
|
2021
Q4 | $2.54M | Hold |
14,607
| – | – | 0.51% | 24 |
|
|
2021
Q3 | $2.21M | Hold |
14,607
| – | – | 0.68% | 28 |
|
|
2021
Q2 | $2.06M | Hold |
14,607
| – | – | 0.61% | 37 |
|
|
2021
Q1 | $1.78M | Hold |
14,607
| – | – | 0.65% | 37 |
|
|
2020
Q4 | $1.71M | Hold |
14,607
| – | – | 0.67% | 32 |
|
|
2020
Q3 | $1.68M | Sell |
14,607
-6,978
| -32% | -$800K | 0.88% | 21 |
|
|
2020
Q2 | $2.32M | Hold |
21,585
| – | – | 1.61% | 8 |
|
|
2020
Q1 | $1.87M | Hold |
21,585
| – | – | 1.85% | 6 |
|
|
2019
Q4 | $2.41M | Buy |
+21,585
| New | +$2.41M | 2.02% | 4 |
|