Bedel Financial Consulting’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-933
| Closed | -$159K | – | 605 |
|
|
2022
Q1 | $159K | Sell |
933
-10
| -1% | -$1.7K | 0.05% | 212 |
|
|
2021
Q4 | $164K | Buy |
943
+10
| +1% | +$1.74K | 0.05% | 210 |
|
|
2021
Q3 | $141K | Hold |
933
| – | – | 0.05% | 219 |
|
|
2021
Q2 | $131K | Hold |
933
| – | – | 0.05% | 231 |
|
|
2021
Q1 | $114K | Hold |
933
| – | – | 0.04% | 241 |
|
|
2020
Q4 | $109K | Hold |
933
| – | – | 0.05% | 214 |
|
|
2020
Q3 | $107K | Hold |
933
| – | – | 0.05% | 200 |
|
|
2020
Q2 | $100K | Sell |
933
-5
| -0.5% | -$536 | 0.05% | 201 |
|
|
2020
Q1 | $81K | Buy |
938
+5
| +0.5% | +$432 | 0.05% | 205 |
|
|
2019
Q4 | $104K | Hold |
933
| – | – | 0.06% | 206 |
|
|
2019
Q3 | $93K | Buy |
933
+50
| +6% | +$4.98K | 0.06% | 215 |
|
|
2019
Q2 | $88K | Hold |
883
| – | – | 0.05% | 214 |
|
|
2019
Q1 | $83K | Hold |
883
| – | – | 0.05% | 209 |
|
|
2018
Q4 | $70K | Hold |
883
| – | – | 0.05% | 217 |
|
|
2018
Q3 | $70K | Hold |
883
| – | – | 0.05% | 230 |
|
|
2018
Q2 | $72K | Hold |
883
| – | – | 0.05% | 228 |
|
|
2018
Q1 | $73K | Buy |
+883
| New | +$73K | 0.06% | 227 |
|