Balasa Dinverno & Foltz’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $216K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $203K | Buy |
|