AC
Asio Capital’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$224K | – | 122 |
|
|
2022
Q3 | $224K | Hold |
1,500
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $233K | Hold |
1,500
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $256K | Sell |
1,500
-200
| -12% | -$34.1K | 0.07% | 102 |
|
|
2021
Q4 | $295K | Hold |
1,700
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $257K | Sell |
1,700
-200
| -11% | -$30.2K | 0.09% | 93 |
|
|
2021
Q2 | $267K | Sell |
1,900
-400
| -17% | -$56.2K | 0.09% | 89 |
|
|
2021
Q1 | $280K | Sell |
2,300
-984
| -30% | -$120K | 0.12% | 81 |
|
|
2020
Q4 | $384K | Hold |
3,284
| – | – | 0.18% | 68 |
|
|
2020
Q3 | $377K | Buy |
3,284
+284
| +9% | +$32.6K | 0.21% | 67 |
|
|
2020
Q2 | $322K | Sell |
3,000
-300
| -9% | -$32.2K | 0.2% | 64 |
|
|
2020
Q1 | $285K | Buy |
3,300
+900
| +38% | +$77.7K | 0.24% | 64 |
|
|
2019
Q4 | $267 | Buy |
+2,400
| New | +$267 | 0.14% | 71 |
|