Balasa Dinverno & Foltz’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 | $327K | Sell |
2,189
-12
| -0.5% | -$1.79K | 0.02% | 258 |
|
|
2022
Q2 | $342K | Buy |
2,201
+18
| +0.8% | +$2.8K | 0.02% | 250 |
|
|
2022
Q1 | $372K | Hold |
2,183
| – | – | 0.03% | 233 |
|
|
2021
Q4 | $379K | Sell |
2,183
-8
| -0.4% | -$1.39K | 0.02% | 235 |
|
|
2021
Q3 | $332K | Buy |
2,191
+143
| +7% | +$21.7K | 0.02% | 242 |
|
|
2021
Q2 | $288K | Hold |
2,048
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $249K | Sell |
2,048
-300
| -13% | -$36.5K | 0.02% | 267 |
|
|
2020
Q4 | $275K | Buy |
2,348
+100
| +4% | +$11.7K | 0.02% | 239 |
|
|
2020
Q3 | $258K | Sell |
2,248
-30
| -1% | -$3.44K | 0.02% | 223 |
|
|
2020
Q2 | $245K | Buy |
+2,278
| New | +$245K | 0.03% | 196 |
|
|
2020
Q1 | – | Sell |
-2,158
| Closed | -$240K | – | 272 |
|
|
2019
Q4 | $240K | Hold |
2,158
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $216K | Hold |
2,158
| – | – | 0.03% | 236 |
|
|
2019
Q2 | $215K | Hold |
2,158
| – | – | 0.03% | 229 |
|
|
2019
Q1 | $203K | Buy |
+2,158
| New | +$203K | 0.02% | 233 |
|