Altshuler Shaham’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-94
| Closed | -$20K | – | 360 |
|
|
2024
Q4 | $20K | Buy |
94
+1
| +1% | +$212 | ﹤0.01% | 230 |
|
|
2024
Q3 | $20.7K | Sell |
93
-7
| -7% | -$1.56K | ﹤0.01% | 173 |
|
|
2024
Q2 | $21.1K | Sell |
100
-19
| -16% | -$4K | ﹤0.01% | 164 |
|
|
2024
Q1 | $24.5K | Sell |
119
-11
| -8% | -$2.27K | ﹤0.01% | 172 |
|
|
2023
Q4 | $24.6K | Sell |
130
-10
| -7% | -$1.9K | ﹤0.01% | 179 |
|
|
2023
Q3 | $26.6K | Buy |
+140
| New | +$26.6K | ﹤0.01% | 175 |
|
|
2022
Q4 | – | Sell |
-197
| Closed | -$30K | – | 539 |
|
|
2022
Q3 | $30K | Buy |
197
+26
| +15% | +$3.96K | ﹤0.01% | 316 |
|
|
2022
Q2 | $27K | Sell |
171
-507
| -75% | -$80.1K | ﹤0.01% | 340 |
|
|
2022
Q1 | $116K | Buy |
678
+27
| +4% | +$4.62K | ﹤0.01% | 246 |
|
|
2021
Q4 | $113K | Buy |
651
+137
| +27% | +$23.8K | ﹤0.01% | 284 |
|
|
2021
Q3 | $78K | Sell |
514
-67
| -12% | -$10.2K | ﹤0.01% | 327 |
|
|
2021
Q2 | $82K | Buy |
+581
| New | +$82K | ﹤0.01% | 331 |
|
|
2021
Q1 | – | Sell |
-834
| Closed | -$98K | – | 494 |
|
|
2020
Q4 | $98K | Buy |
+834
| New | +$98K | ﹤0.01% | 199 |
|
|
2020
Q1 | – | Sell |
-76
| Closed | -$8K | – | 554 |
|
|
2019
Q4 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 351 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | -$1K | – | 508 |
|
|
2019
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-291
| Closed | -$24K | – | 275 |
|
|
2018
Q3 | $24K | Buy |
291
+246
| +547% | +$20.3K | ﹤0.01% | 160 |
|
|
2018
Q2 | $4K | Sell |
45
-157
| -78% | -$14K | ﹤0.01% | 185 |
|
|
2018
Q1 | $17K | Sell |
202
-26
| -11% | -$2.19K | ﹤0.01% | 162 |
|
|
2017
Q4 | $19K | Buy |
+228
| New | +$19K | ﹤0.01% | 121 |
|