Alera Investment Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $426K | Sell |
1,910
-76
| -4% | -$17K | 0.05% | 153 |
|
|
2024
Q2 | $418K | Buy |
+1,986
| New | +$418K | 0.05% | 152 |
|
|
2023
Q2 | – | Sell |
-1,980
| Closed | -$330K | – | 176 |
|
|
2023
Q1 | $330K | Sell |
1,980
-64
| -3% | -$10.7K | 0.08% | 144 |
|
|
2022
Q4 | $338K | Sell |
2,044
-7
| -0.3% | -$1.16K | 0.08% | 137 |
|
|
2022
Q3 | $306K | Buy |
2,051
+35
| +2% | +$5.22K | 0.09% | 141 |
|
|
2022
Q2 | $314K | Buy |
2,016
+71
| +4% | +$11.1K | 0.09% | 142 |
|
|
2022
Q1 | $332K | Buy |
1,945
+110
| +6% | +$18.8K | 0.08% | 141 |
|
|
2021
Q4 | $319K | Hold |
1,835
| – | – | 0.09% | 77 |
|
|
2021
Q3 | $278K | Buy |
1,835
+6
| +0.3% | +$909 | 0.08% | 84 |
|
|
2021
Q2 | $257K | Sell |
1,829
-540
| -23% | -$75.9K | 0.08% | 84 |
|
|
2021
Q1 | $289K | Sell |
2,369
-8
| -0.3% | -$976 | 0.1% | 75 |
|
|
2020
Q4 | $278K | Buy |
2,377
+8
| +0.3% | +$936 | 0.1% | 67 |
|
|
2020
Q3 | $272K | Hold |
2,369
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $254K | Hold |
2,369
| – | – | 0.13% | 64 |
|
|
2020
Q1 | $205K | Hold |
2,369
| – | – | 0.12% | 64 |
|
|
2019
Q4 | $264K | Sell |
2,369
-169
| -7% | -$18.8K | 0.12% | 48 |
|
|
2019
Q3 | $254K | Sell |
2,538
-119
| -4% | -$11.9K | 0.13% | 61 |
|
|
2019
Q2 | $265K | Hold |
2,657
| – | – | 0.14% | 58 |
|
|
2019
Q1 | $249K | Sell |
2,657
-57
| -2% | -$5.34K | 0.12% | 61 |
|
|
2018
Q4 | $216K | Buy |
+2,714
| New | +$216K | 0.13% | 81 |
|