Arcus Capital Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-786
| Closed | -$130K | – | 254 |
|
|
2022
Q4 | $130K | Buy |
+786
| New | +$130K | 0.05% | 114 |
|
|
2022
Q3 | – | Sell |
-6,180
| Closed | -$959K | – | 109 |
|
|
2022
Q2 | $959K | Sell |
6,180
-216
| -3% | -$33.5K | 0.42% | 36 |
|
|
2022
Q1 | $1.09M | Buy |
6,396
+1
| +0% | +$170 | 0.39% | 34 |
|
|
2021
Q4 | $1.11M | Buy |
6,395
+3,023
| +90% | +$526K | 0.38% | 31 |
|
|
2021
Q3 | $511K | Buy |
3,372
+136
| +4% | +$20.6K | 0.19% | 51 |
|
|
2021
Q2 | $455K | Buy |
3,236
+438
| +16% | +$61.6K | 0.21% | 68 |
|
|
2021
Q1 | $341K | Buy |
2,798
+380
| +16% | +$46.3K | 0.03% | 87 |
|
|
2020
Q4 | $283K | Buy |
+2,418
| New | +$283K | 0.04% | 90 |
|