Altium Wealth Management’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 | $1.52M | Sell |
9,779
-10
| -0.1% | -$1.55K | 0.11% | 114 |
|
|
2022
Q1 | $1.67M | Sell |
9,789
-119
| -1% | -$20.3K | 0.11% | 106 |
|
|
2021
Q4 | $1.72M | Buy |
9,908
+89
| +0.9% | +$15.5K | 0.11% | 101 |
|
|
2021
Q3 | $1.49M | Hold |
9,819
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $1.38M | Sell |
9,819
-311
| -3% | -$43.7K | 0.1% | 101 |
|
|
2021
Q1 | $1.23M | Sell |
10,130
-143
| -1% | -$17.4K | 0.1% | 102 |
|
|
2020
Q4 | $1.2M | Buy |
10,273
+92
| +0.9% | +$10.8K | 0.11% | 97 |
|
|
2020
Q3 | $1.17M | Buy |
10,181
+190
| +2% | +$21.8K | 0.12% | 85 |
|
|
2020
Q2 | $1.07M | Buy |
9,991
+1,099
| +12% | +$118K | 0.12% | 87 |
|
|
2020
Q1 | $769K | Buy |
8,892
+1,536
| +21% | +$133K | 0.11% | 101 |
|
|
2019
Q4 | $820K | Sell |
7,356
-182
| -2% | -$20.3K | 0.1% | 117 |
|
|
2019
Q3 | $754K | Buy |
7,538
+175
| +2% | +$17.5K | 0.1% | 120 |
|
|
2019
Q2 | $734K | Sell |
7,363
-9
| -0.1% | -$897 | 0.11% | 125 |
|
|
2019
Q1 | $692K | Sell |
7,372
-315
| -4% | -$29.6K | 0.11% | 126 |
|
|
2018
Q4 | $613K | Sell |
7,687
-314
| -4% | -$25K | 0.12% | 127 |
|
|
2018
Q3 | $662K | Sell |
8,001
-712
| -8% | -$58.9K | 0.13% | 127 |
|
|
2018
Q2 | $714K | Buy |
8,713
+2,838
| +48% | +$233K | 0.19% | 89 |
|
|
2018
Q1 | $486K | Buy |
5,875
+1,035
| +21% | +$85.6K | 0.19% | 86 |
|
|
2017
Q4 | $393K | Buy |
+4,840
| New | +$393K | 0.18% | 92 |
|