Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $345K | Hold |
2,225
| – | – | 0.04% | 105 |
|
|
2022
Q1 | $379K | Hold |
2,225
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $387K | Hold |
2,225
| – | – | 0.04% | 107 |
|
|
2021
Q3 | $337K | Buy |
2,225
+340
| +18% | +$51.5K | 0.04% | 115 |
|
|
2021
Q2 | $265K | Hold |
1,885
| – | – | 0.03% | 116 |
|
|
2021
Q1 | $230K | Sell |
1,885
-75
| -4% | -$9.14K | 0.04% | 108 |
|
|
2020
Q4 | $229K | Sell |
1,960
-100
| -5% | -$11.7K | 0.04% | 102 |
|
|
2020
Q3 | $236K | Sell |
2,060
-300
| -13% | -$34.4K | 0.04% | 97 |
|
|
2020
Q2 | $253K | Hold |
2,360
| – | – | 0.05% | 95 |
|
|
2020
Q1 | $204K | Sell |
2,360
-50
| -2% | -$4.32K | 0.11% | 67 |
|
|
2019
Q4 | $268K | Sell |
2,410
-50
| -2% | -$5.57K | 0.12% | 63 |
|
|
2019
Q3 | $246K | Hold |
2,460
| – | – | 0.13% | 67 |
|
|
2019
Q2 | $245K | Hold |
2,460
| – | – | 0.13% | 67 |
|
|
2019
Q1 | $231K | Hold |
2,460
| – | – | 0.13% | 69 |
|
|
2018
Q4 | $196K | Hold |
2,460
| – | – | 0.12% | 70 |
|
|
2018
Q3 | $203K | Hold |
2,460
| – | – | 0.11% | 72 |
|
|
2018
Q2 | $202K | Hold |
2,460
| – | – | 0.12% | 71 |
|
|
2018
Q1 | $203K | Hold |
2,460
| – | – | 0.13% | 69 |
|
|
2017
Q4 | $200K | Hold |
2,460
| – | – | 0.13% | 68 |
|
|
2017
Q3 | $206K | Buy |
+2,460
| New | +$206K | 0.14% | 60 |
|