BDO Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53K | Buy |
282
+131
| +87% | +$24.6K | 0.01% | 425 |
|
|
2023
Q1 | $25.2K | Hold |
151
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $25K | Hold |
151
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $23K | Hold |
151
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $23K | Hold |
151
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $26K | Hold |
151
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $26K | Buy |
151
+17
| +13% | +$2.93K | ﹤0.01% | 574 |
|
|
2021
Q3 | $20K | Hold |
134
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $19K | Hold |
134
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $16K | Buy |
+134
| New | +$16K | ﹤0.01% | 653 |
|
|
2020
Q4 | – | Sell |
-28
| Closed | -$3K | – | 964 |
|
|
2020
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-550
| Closed | -$48K | – | 741 |
|
|
2020
Q1 | $48K | Buy |
+550
| New | +$48K | 0.01% | 336 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 648 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 621 |
|
|
2018
Q1 | $1K | Sell |
11
-300
| -96% | -$27.3K | ﹤0.01% | 550 |
|
|
2017
Q4 | $25K | Buy |
+311
| New | +$25K | 0.01% | 262 |
|