Berman Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $345K | Buy |
2,285
+544
| +31% | +$82.1K | 0.05% | 175 |
|
|
2021
Q2 | $244K | Buy |
1,741
+362
| +26% | +$50.7K | 0.04% | 200 |
|
|
2021
Q1 | $167K | Buy |
1,379
+324
| +31% | +$39.2K | 0.03% | 215 |
|
|
2020
Q4 | $122K | Buy |
1,055
+267
| +34% | +$30.9K | 0.03% | 220 |
|
|
2020
Q3 | $90K | Hold |
788
| – | – | 0.03% | 244 |
|
|
2020
Q2 | $84K | Buy |
788
+156
| +25% | +$16.6K | 0.02% | 245 |
|
|
2020
Q1 | $53K | Buy |
632
+132
| +26% | +$11.1K | 0.02% | 285 |
|
|
2019
Q4 | $55K | Buy |
500
+55
| +12% | +$6.05K | 0.02% | 311 |
|
|
2019
Q3 | $44K | Hold |
445
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $44K | Buy |
445
+62
| +16% | +$6.13K | 0.01% | 326 |
|
|
2019
Q1 | $35K | Buy |
383
+100
| +35% | +$9.14K | 0.01% | 339 |
|
|
2018
Q4 | $21K | Buy |
+283
| New | +$21K | 0.01% | 381 |
|