Arlington Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-214
| Closed | -$40.5K | – | 172 |
|
|
2023
Q4 | $40.5K | Sell |
214
-11
| -5% | -$2.08K | 0.01% | 152 |
|
|
2023
Q3 | $42.8K | Hold |
225
| – | – | 0.02% | 140 |
|
|
2023
Q2 | $42.3K | Hold |
225
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $37.5K | Buy |
225
+11
| +5% | +$1.83K | 0.01% | 284 |
|
|
2022
Q4 | $35.4K | Hold |
214
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $32K | Hold |
214
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $33K | Hold |
214
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $36K | Hold |
214
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $37K | Buy |
+214
| New | +$37K | 0.01% | 307 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$3K | – | 155 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 149 |
|
|
2020
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 223 |
|