AGF Investments LLC’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 |
-4,653
| Closed | -$809K | – | 488 |
|
|
2021
Q4 | $809K | Buy |
4,653
+669
| +17% | +$116K | 0.07% | 164 |
|
|
2021
Q3 | $603K | Sell |
3,984
-416
| -9% | -$63K | 0.06% | 146 |
|
|
2021
Q2 | $619K | Buy |
+4,400
| New | +$619K | 0.06% | 135 |
|
|
2021
Q1 | – | Sell |
-121
| Closed | -$14K | – | 475 |
|
|
2020
Q4 | $14K | Sell |
121
-75
| -38% | -$8.68K | ﹤0.01% | 441 |
|
|
2020
Q3 | $22K | Sell |
196
-20
| -9% | -$2.25K | ﹤0.01% | 432 |
|
|
2020
Q2 | $23K | Buy |
216
+145
| +204% | +$15.4K | ﹤0.01% | 457 |
|
|
2020
Q1 | $6K | Buy |
71
+14
| +25% | +$1.18K | ﹤0.01% | 513 |
|
|
2019
Q4 | $6K | Sell |
57
-4,627
| -99% | -$487K | ﹤0.01% | 532 |
|
|
2019
Q3 | $469K | Buy |
4,684
+1,637
| +54% | +$164K | 0.11% | 241 |
|
|
2019
Q2 | $304K | Buy |
3,047
+842
| +38% | +$84K | 0.06% | 314 |
|
|
2019
Q1 | $207K | Sell |
2,205
-70,033
| -97% | -$6.57M | 0.05% | 331 |
|
|
2018
Q4 | $5.76M | Buy |
72,238
+6,536
| +10% | +$521K | 0.8% | 36 |
|
|
2018
Q3 | $5.44M | Buy |
65,702
+1,577
| +2% | +$130K | 0.69% | 40 |
|
|
2018
Q2 | $5.26K | Sell |
64,125
-5,914
| -8% | -$485 | 0.6% | 44 |
|
|
2018
Q1 | $5.79M | Sell |
70,039
-13,023
| -16% | -$1.08M | 0.97% | 27 |
|
|
2017
Q4 | $6.76M | Buy |
83,062
+15,708
| +23% | +$1.28M | 1.17% | 26 |
|
|
2017
Q3 | $5.65M | Buy |
67,354
+7,379
| +12% | +$618K | 1.25% | 24 |
|
|
2017
Q2 | $4.68M | Buy |
59,975
+3,604
| +6% | +$281K | 1.07% | 24 |
|
|
2017
Q1 | $4.17M | Buy |
56,371
+3,437
| +6% | +$254K | 1.05% | 24 |
|
|
2016
Q4 | $3.58M | Buy |
+52,934
| New | +$3.58M | 0.95% | 28 |
|