Beck Mack & Oliver’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,100
| Closed | -$245K | – | 195 |
|
|
2024
Q3 | $245K | Sell |
1,100
-20
| -2% | -$4.46K | ﹤0.01% | 158 |
|
|
2024
Q2 | $236K | Hold |
1,120
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $231K | Hold |
1,120
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $212K | Hold |
1,120
| – | – | ﹤0.01% | 171 |
|
|
2023
Q3 | $213K | Hold |
1,120
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $211K | Buy |
+1,120
| New | +$211K | 0.01% | 160 |
|