Atlas Private Wealth Management’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 | $1.01M | Buy |
4,905
+757
| +18% | +$156K | 0.42% | 74 |
|
|
2023
Q4 | $786K | Buy |
4,148
+277
| +7% | +$52.5K | 0.37% | 76 |
|
|
2023
Q3 | $737K | Buy |
3,871
+270
| +7% | +$51.4K | 0.4% | 75 |
|
|
2023
Q2 | $677K | Buy |
3,601
+687
| +24% | +$129K | 0.36% | 82 |
|
|
2023
Q1 | $485K | Buy |
2,914
+142
| +5% | +$23.6K | 0.29% | 89 |
|
|
2022
Q4 | $459K | Buy |
2,772
+221
| +9% | +$36.6K | 0.21% | 86 |
|
|
2022
Q3 | $381K | Buy |
2,551
+328
| +15% | +$49K | 0.28% | 88 |
|
|
2022
Q2 | $345K | Buy |
2,223
+133
| +6% | +$20.6K | 0.24% | 95 |
|
|
2022
Q1 | $356K | Buy |
2,090
+131
| +7% | +$22.3K | 0.21% | 105 |
|
|
2021
Q4 | $341K | Sell |
1,959
-11
| -0.6% | -$1.92K | 0.19% | 109 |
|
|
2021
Q3 | $298K | Buy |
1,970
+211
| +12% | +$31.9K | 0.18% | 103 |
|
|
2021
Q2 | $248K | Buy |
1,759
+290
| +20% | +$40.9K | 0.15% | 110 |
|
|
2021
Q1 | $179K | Buy |
1,469
+767
| +109% | +$93.5K | 0.11% | 122 |
|
|
2020
Q4 | $82K | Buy |
702
+19
| +3% | +$2.22K | 0.06% | 161 |
|
|
2020
Q3 | $78K | Buy |
683
+124
| +22% | +$14.2K | 0.06% | 158 |
|
|
2020
Q2 | $60K | Buy |
559
+325
| +139% | +$34.9K | 0.05% | 182 |
|
|
2020
Q1 | $20K | Buy |
234
+159
| +212% | +$13.6K | 0.02% | 254 |
|
|
2019
Q4 | $8K | Buy |
+75
| New | +$8K | 0.01% | 367 |
|