Brightworth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.8M | Sell |
79,340
-1,395
| -2% | -$208K | 1.27% | 16 |
|
|
2022
Q2 | $12.5M | Sell |
80,735
-990
| -1% | -$154K | 1.34% | 13 |
|
|
2022
Q1 | $13.9M | Buy |
81,725
+405
| +0.5% | +$69K | 1.41% | 12 |
|
|
2021
Q4 | $14.1M | Sell |
81,320
-1,289
| -2% | -$224K | 1.29% | 13 |
|
|
2021
Q3 | $12.5M | Buy |
82,609
+334
| +0.4% | +$50.6K | 1.13% | 15 |
|
|
2021
Q2 | $11.6M | Buy |
82,275
+3,768
| +5% | +$530K | 0.99% | 18 |
|
|
2021
Q1 | $9.56M | Buy |
78,507
+3,023
| +4% | +$368K | 0.88% | 21 |
|
|
2020
Q4 | $8.83M | Sell |
75,484
-95
| -0.1% | -$11.1K | 0.88% | 21 |
|
|
2020
Q3 | $8.67M | Buy |
75,579
+506
| +0.7% | +$58K | 0.96% | 19 |
|
|
2020
Q2 | $8.06M | Sell |
75,073
-1,411
| -2% | -$152K | 1.12% | 15 |
|
|
2020
Q1 | $6.61M | Buy |
76,484
+1,487
| +2% | +$129K | 1.15% | 17 |
|
|
2019
Q4 | $8.36M | Buy |
74,997
+1,501
| +2% | +$167K | 1.56% | 14 |
|
|
2019
Q3 | $7.35M | Buy |
73,496
+1,229
| +2% | +$123K | 1.53% | 17 |
|
|
2019
Q2 | $7.21M | Buy |
72,267
+407
| +0.6% | +$40.6K | 1.53% | 17 |
|
|
2019
Q1 | $6.75M | Buy |
71,860
+1,566
| +2% | +$147K | 1.41% | 19 |
|
|
2018
Q4 | $5.61M | Buy |
70,294
+1,257
| +2% | +$100K | 1.29% | 22 |
|
|
2018
Q3 | $5.71M | Buy |
69,037
+1,139
| +2% | +$94.2K | 1.27% | 26 |
|
|
2018
Q2 | $5.57M | Buy |
67,898
+1,518
| +2% | +$124K | 1.34% | 27 |
|
|
2018
Q1 | $5.48M | Buy |
66,380
+720
| +1% | +$59.5K | 1.27% | 25 |
|
|
2017
Q4 | $5.34M | Buy |
65,660
+273
| +0.4% | +$22.2K | 1.21% | 27 |
|
|
2017
Q3 | $5.48M | Buy |
+65,387
| New | +$5.48M | 1.33% | 23 |
|