Apriem 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 | – | Sell |
-1,786
| Closed | -$376K | – | 182 |
|
|
2024
Q2 | $376K | Hold |
1,786
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $368K | Buy |
+1,786
| New | +$368K | 0.05% | 124 |
|
|
2019
Q1 | – | Sell |
-3,294
| Closed | -$263K | – | 137 |
|
|
2018
Q4 | $263K | Buy |
3,294
+15
| +0.5% | +$1.2K | 0.09% | 99 |
|
|
2018
Q3 | $271K | Buy |
3,279
+16
| +0.5% | +$1.32K | 0.06% | 115 |
|
|
2018
Q2 | $267K | Buy |
3,263
+15
| +0.5% | +$1.23K | 0.06% | 110 |
|
|
2018
Q1 | $268K | Buy |
3,248
+15
| +0.5% | +$1.24K | 0.07% | 106 |
|
|
2017
Q4 | $263K | Buy |
3,233
+15
| +0.5% | +$1.22K | 0.07% | 110 |
|
|
2017
Q3 | $270K | Buy |
3,218
+15
| +0.5% | +$1.26K | 0.07% | 112 |
|
|
2017
Q2 | $250K | Buy |
3,203
+3,003
| +1,502% | +$234K | 0.07% | 111 |
|
|
2017
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
|
2016
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 364 |
|