BBR Partners’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 |
-1,882
| Closed | -$292K | – | 204 |
|
|
2022
Q2 | $292K | Hold |
1,882
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $321K | Sell |
1,882
-17
| -0.9% | -$2.9K | 0.03% | 174 |
|
|
2021
Q4 | $330K | Sell |
1,899
-17
| -0.9% | -$2.95K | 0.04% | 149 |
|
|
2021
Q3 | $290K | Hold |
1,916
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $270K | Buy |
+1,916
| New | +$270K | 0.02% | 166 |
|