Braun Stacey Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,995
| Closed | -$660K | – | 128 |
|
|
2018
Q1 | $660K | Sell |
7,995
-12,897
| -62% | -$1.06M | 0.05% | 119 |
|
|
2017
Q4 | $1.7M | Sell |
20,892
-22,667
| -52% | -$1.84M | 0.11% | 112 |
|
|
2017
Q3 | $3.65M | Sell |
43,559
-2,220
| -5% | -$186K | 0.25% | 102 |
|
|
2017
Q2 | $3.57M | Sell |
45,779
-3,755
| -8% | -$293K | 0.23% | 103 |
|
|
2017
Q1 | $3.66M | Sell |
49,534
-12,570
| -20% | -$929K | 0.23% | 104 |
|
|
2016
Q4 | $4.2M | Sell |
62,104
-174,593
| -74% | -$11.8M | 0.28% | 108 |
|
|
2016
Q3 | $15.9M | Sell |
236,697
-8,838
| -4% | -$594K | 1.01% | 45 |
|
|
2016
Q2 | $16.8M | Buy |
245,535
+31,980
| +15% | +$2.19M | 1.09% | 38 |
|
|
2016
Q1 | $13M | Buy |
+213,555
| New | +$13M | 0.85% | 64 |
|
|
2015
Q3 | – | Sell |
-3,600
| Closed | -$204K | – | 219 |
|
|
2015
Q2 | $204K | Hold |
3,600
| – | – | 0.01% | 299 |
|
|
2015
Q1 | $202K | Hold |
3,600
| – | – | 0.01% | 151 |
|
|
2014
Q4 | $206K | Sell |
3,600
-1,000
| -22% | -$57.2K | 0.01% | 155 |
|
|
2014
Q3 | $241K | Hold |
4,600
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $238K | Buy |
+4,600
| New | +$238K | 0.01% | 149 |
|