Brown Shipley & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-416
| Closed | -$84.8K | – | 102 |
|
|
2024
Q1 | $84.8K | Sell |
416
-868
| -68% | -$177K | 0.03% | 70 |
|
|
2023
Q4 | $243K | Hold |
1,284
| – | – | 0.12% | 47 |
|
|
2023
Q3 | $244K | Sell |
1,284
-264
| -17% | -$50.2K | 0.13% | 52 |
|
|
2023
Q2 | $291K | Buy |
1,548
+264
| +21% | +$49.7K | 0.12% | 59 |
|
|
2023
Q1 | $214K | Buy |
+1,284
| New | +$214K | 0.14% | 56 |
|