Advisor Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.88M | Buy |
18,571
+314
| +2% | +$48.7K | 0.2% | 97 |
|
|
2022
Q1 | $3.11M | Buy |
18,257
+343
| +2% | +$58.4K | 0.19% | 98 |
|
|
2021
Q4 | $3.11M | Buy |
17,914
+550
| +3% | +$95.6K | 0.19% | 101 |
|
|
2021
Q3 | $2.63M | Sell |
17,364
-404
| -2% | -$61.2K | 0.18% | 109 |
|
|
2021
Q2 | $2.5M | Sell |
17,768
-808
| -4% | -$114K | 0.16% | 116 |
|
|
2021
Q1 | $2.26M | Sell |
18,576
-1,092
| -6% | -$133K | 0.16% | 125 |
|
|
2020
Q4 | $2.3M | Sell |
19,668
-765
| -4% | -$89.5K | 0.17% | 119 |
|
|
2020
Q3 | $2.34M | Buy |
20,433
+134
| +0.7% | +$15.4K | 0.2% | 96 |
|
|
2020
Q2 | $2.18M | Buy |
20,299
+189
| +0.9% | +$20.3K | 0.2% | 99 |
|
|
2020
Q1 | $1.74M | Buy |
20,110
+4,217
| +27% | +$364K | 0.21% | 105 |
|
|
2019
Q4 | $1.78M | Buy |
15,893
+1,005
| +7% | +$113K | 0.18% | 124 |
|
|
2019
Q3 | $1.49M | Buy |
14,888
+1,490
| +11% | +$149K | 0.18% | 124 |
|
|
2019
Q2 | $1.34M | Buy |
13,398
+62
| +0.5% | +$6.18K | 0.16% | 117 |
|
|
2019
Q1 | $1.25M | Buy |
13,336
+721
| +6% | +$67.7K | 0.16% | 127 |
|
|
2018
Q4 | $1.01M | Buy |
12,615
+8
| +0.1% | +$638 | 0.16% | 137 |
|
|
2018
Q3 | $1.04M | Buy |
12,607
+463
| +4% | +$38.3K | 0.14% | 144 |
|
|
2018
Q2 | $995K | Buy |
12,144
+518
| +4% | +$42.4K | 0.17% | 131 |
|
|
2018
Q1 | $960K | Sell |
11,626
-40
| -0.3% | -$3.3K | 0.18% | 129 |
|
|
2017
Q4 | $958K | Buy |
11,666
+534
| +5% | +$43.9K | 0.17% | 131 |
|
|
2017
Q3 | $933K | Sell |
11,132
-86
| -0.8% | -$7.21K | 0.18% | 118 |
|
|
2017
Q2 | $875K | Buy |
11,218
+3,907
| +53% | +$305K | 0.21% | 119 |
|
|
2017
Q1 | $540K | Sell |
7,311
-2,764
| -27% | -$204K | 0.14% | 174 |
|
|
2016
Q4 | $681K | Sell |
10,075
-247
| -2% | -$16.7K | 0.2% | 123 |
|
|
2016
Q3 | $694K | Sell |
10,322
-174
| -2% | -$11.7K | 0.23% | 109 |
|
|
2016
Q2 | $719K | Buy |
10,496
+368
| +4% | +$25.2K | 0.25% | 102 |
|
|
2016
Q1 | $616K | Buy |
10,128
+5,097
| +101% | +$310K | 0.23% | 114 |
|
|
2015
Q4 | $279K | Sell |
5,031
-49
| -1% | -$2.72K | 0.1% | 225 |
|
|
2015
Q3 | $265K | Sell |
5,080
-2,514
| -33% | -$131K | 0.11% | 216 |
|
|
2015
Q2 | $427K | Buy |
7,594
+2,213
| +41% | +$124K | 0.16% | 175 |
|
|
2015
Q1 | $302K | Sell |
5,381
-397
| -7% | -$22.3K | 0.13% | 214 |
|
|
2014
Q4 | $330K | Buy |
5,778
+74
| +1% | +$4.23K | 0.15% | 187 |
|
|
2014
Q3 | $299K | Buy |
5,704
+88
| +2% | +$4.61K | 0.17% | 156 |
|
|
2014
Q2 | $291K | Sell |
5,616
-15
| -0.3% | -$777 | 0.14% | 193 |
|
|
2014
Q1 | $278K | Buy |
5,631
+744
| +15% | +$36.7K | 0.15% | 186 |
|
|
2013
Q4 | $236K | Buy |
+4,887
| New | +$236K | 0.14% | 205 |
|