Berman Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $55K | Buy |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $21K | Buy |
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