Astoria Portfolio 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
Q4 | – | Sell |
-1,009
| Closed | -$227K | – | 227 |
|
|
2024
Q3 | $227K | Sell |
1,009
-4
| -0.4% | -$900 | 0.08% | 187 |
|
|
2024
Q2 | $214K | Sell |
1,013
-50
| -5% | -$10.5K | 0.08% | 173 |
|
|
2024
Q1 | $210K | Buy |
+1,063
| New | +$210K | 0.08% | 178 |
|
|
2023
Q1 | – | Sell |
-1,202
| Closed | -$208K | – | 209 |
|
|
2022
Q4 | $208K | Buy |
+1,202
| New | +$208K | 0.1% | 192 |
|