Ativo Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,772
| Closed | -$1.52M | – | 102 |
|
|
2022
Q2 | $1.52M | Hold |
9,772
| – | – | 1.02% | 16 |
|
|
2022
Q1 | $1.67M | Buy |
9,772
+22
| +0.2% | +$3.75K | 0.85% | 34 |
|
|
2021
Q4 | $1.7M | Hold |
9,750
| – | – | 0.75% | 55 |
|
|
2021
Q3 | $1.48M | Hold |
9,750
| – | – | 0.69% | 58 |
|
|
2021
Q2 | $1.37M | Hold |
9,750
| – | – | 0.58% | 80 |
|
|
2021
Q1 | $1.19M | Buy |
9,750
+80
| +0.8% | +$9.75K | 0.5% | 87 |
|
|
2020
Q4 | $1.13M | Sell |
9,670
-1,164
| -11% | -$136K | 0.49% | 84 |
|
|
2020
Q3 | $1.24M | Sell |
10,834
-1,752
| -14% | -$201K | 0.6% | 58 |
|
|
2020
Q2 | $1.35M | Buy |
+12,586
| New | +$1.35M | 0.73% | 41 |
|