American Portfolios Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $564K | Sell |
3,778
-21
| -0.6% | -$3.14K | 0.02% | 597 |
|
|
2022
Q2 | $590K | Buy |
3,799
+94
| +3% | +$14.6K | 0.02% | 597 |
|
|
2022
Q1 | $631K | Sell |
3,705
-18
| -0.5% | -$3.07K | 0.02% | 642 |
|
|
2021
Q4 | $647K | Sell |
3,723
-155
| -4% | -$26.9K | 0.02% | 629 |
|
|
2021
Q3 | $587K | Buy |
3,878
+326
| +9% | +$49.4K | 0.02% | 634 |
|
|
2021
Q2 | $500K | Buy |
3,552
+532
| +18% | +$74.8K | 0.02% | 716 |
|
|
2021
Q1 | $368K | Buy |
3,020
+75
| +3% | +$9.13K | 0.02% | 783 |
|
|
2020
Q4 | $345K | Buy |
2,945
+102
| +4% | +$11.9K | 0.02% | 680 |
|
|
2020
Q3 | $326K | Sell |
2,843
-27
| -0.9% | -$3.1K | 0.02% | 622 |
|
|
2020
Q2 | $308K | Sell |
2,870
-125
| -4% | -$13.4K | 0.02% | 589 |
|
|
2020
Q1 | $259K | Sell |
2,995
-4,816
| -62% | -$416K | 0.02% | 568 |
|
|
2019
Q4 | $870K | Buy |
7,811
+4,747
| +155% | +$529K | 0.06% | 302 |
|
|
2019
Q3 | $307K | Sell |
3,064
-3,017
| -50% | -$302K | 0.03% | 555 |
|
|
2019
Q2 | $607K | Sell |
6,081
-2,636
| -30% | -$263K | 0.05% | 338 |
|
|
2019
Q1 | $819K | Buy |
8,717
+3,682
| +73% | +$346K | 0.08% | 246 |
|
|
2018
Q4 | $402K | Buy |
5,035
+92
| +2% | +$7.34K | 0.05% | 331 |
|
|
2018
Q3 | $409K | Buy |
4,943
+207
| +4% | +$17.1K | 0.05% | 373 |
|
|
2018
Q2 | $388K | Buy |
4,736
+230
| +5% | +$18.9K | 0.05% | 335 |
|
|
2018
Q1 | $372K | Sell |
4,506
-525
| -10% | -$43.4K | 0.06% | 336 |
|
|
2017
Q4 | $409K | Buy |
+5,031
| New | +$409K | 0.06% | 303 |
|