Amica Mutual Insurance’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,801
| Closed | -$1.93M | – | 135 |
|
|
2021
Q1 | $1.93M | Sell |
15,801
-9,476
| -37% | -$1.15M | 0.22% | 105 |
|
|
2020
Q4 | $2.96M | Hold |
25,277
| – | – | 0.32% | 97 |
|
|
2020
Q3 | $2.9M | Hold |
25,277
| – | – | 0.35% | 91 |
|
|
2020
Q2 | $2.71M | Hold |
25,277
| – | – | 0.33% | 93 |
|
|
2020
Q1 | $2.19M | Hold |
25,277
| – | – | 0.3% | 103 |
|
|
2019
Q4 | $2.82M | Hold |
25,277
| – | – | 0.37% | 68 |
|
|
2019
Q3 | $2.53M | Sell |
25,277
-12,014
| -32% | -$1.2M | 0.32% | 80 |
|
|
2019
Q2 | $3.72M | Buy |
37,291
+21,081
| +130% | +$2.1M | 0.47% | 49 |
|
|
2019
Q1 | $1.52M | Hold |
16,210
| – | – | 0.19% | 144 |
|
|
2018
Q4 | $1.29M | Hold |
16,210
| – | – | 0.17% | 157 |
|
|
2018
Q3 | $1.34M | Sell |
16,210
-4,550
| -22% | -$376K | 0.14% | 174 |
|
|
2018
Q2 | $1.7M | Hold |
20,760
| – | – | 0.2% | 147 |
|
|
2018
Q1 | $1.72M | Hold |
20,760
| – | – | 0.21% | 147 |
|
|
2017
Q4 | $1.69M | Sell |
20,760
-4,270
| -17% | -$348K | 0.17% | 163 |
|
|
2017
Q3 | $2.1M | Buy |
+25,030
| New | +$2.1M | 0.19% | 155 |
|