BerganKDV Wealth Management’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 | $409K | Sell |
2,172
-86
| -4% | -$16.2K | 0.04% | 180 |
|
|
2023
Q1 | $376K | Buy |
2,258
+51
| +2% | +$8.49K | 0.04% | 192 |
|
|
2022
Q4 | $365K | Sell |
2,207
-322
| -13% | -$53.3K | 0.04% | 192 |
|
|
2022
Q3 | $377K | Buy |
2,529
+1,582
| +167% | +$236K | 0.05% | 187 |
|
|
2022
Q2 | $147K | Hold |
947
| – | – | 0.02% | 263 |
|
|
2022
Q1 | $161K | Hold |
947
| – | – | 0.02% | 262 |
|
|
2021
Q4 | $165K | Hold |
947
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $143K | Hold |
947
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $133K | Hold |
947
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $115K | Hold |
947
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $111K | Buy |
947
+320
| +51% | +$37.5K | 0.02% | 267 |
|
|
2020
Q3 | $72K | Hold |
627
| – | – | 0.01% | 298 |
|
|
2020
Q2 | $67K | Buy |
627
+158
| +34% | +$16.9K | 0.01% | 319 |
|
|
2020
Q1 | $41K | Buy |
469
+117
| +33% | +$10.2K | 0.01% | 344 |
|
|
2019
Q4 | $39K | Buy |
352
+13
| +4% | +$1.44K | 0.01% | 368 |
|
|
2019
Q3 | $34K | Hold |
339
| – | – | 0.01% | 369 |
|
|
2019
Q2 | $34K | Hold |
339
| – | – | 0.01% | 363 |
|
|
2019
Q1 | $32K | Hold |
339
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $27K | Hold |
339
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $28K | Hold |
339
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $28K | Buy |
+339
| New | +$28K | 0.01% | 385 |
|