Arcadia Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-74
| Closed | -$16.5K | – | 315 |
|
|
2024
Q3 | $16.5K | Hold |
74
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $15.6K | Hold |
74
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $15.2K | Hold |
74
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $14K | Hold |
74
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $14.1K | Hold |
74
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $13.9K | Hold |
74
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $12.3K | Hold |
74
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $12.2K | Hold |
74
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $11K | Hold |
74
| – | – | ﹤0.01% | 254 |
|
|
2022
Q1 | $13K | Hold |
74
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $13K | Hold |
74
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 247 |
|
|
2021
Q2 | $10K | Buy |
+74
| New | +$10K | ﹤0.01% | 254 |
|