Bourgeon Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-765
| Closed | -$145K | – | 260 |
|
|
2023
Q4 | $145K | Hold |
765
| – | – | 0.03% | 114 |
|
|
2023
Q3 | $146K | Hold |
765
| – | – | 0.03% | 107 |
|
|
2023
Q2 | $144K | Hold |
765
| – | – | 0.03% | 112 |
|
|
2023
Q1 | $127K | Hold |
765
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $127K | Hold |
765
| – | – | 0.03% | 115 |
|
|
2022
Q3 | $114K | Hold |
765
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $119K | Hold |
765
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $130K | Hold |
765
| – | – | 0.03% | 112 |
|
|
2021
Q4 | $133K | Hold |
765
| – | – | 0.03% | 115 |
|
|
2021
Q3 | $116K | Hold |
765
| – | – | 0.02% | 122 |
|
|
2021
Q2 | $108K | Hold |
765
| – | – | 0.02% | 128 |
|
|
2021
Q1 | $93K | Buy |
+765
| New | +$93K | 0.02% | 133 |
|
|
2020
Q4 | – | Sell |
-16
| Closed | -$2K | – | 303 |
|
|
2020
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 259 |
|