BAM
Bruderman Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,214
| Closed | -$2.1M | – | 102 |
|
|
2021
Q1 | $2.1M | Buy |
17,214
+547
| +3% | +$66.6K | 0.58% | 57 |
|
|
2020
Q4 | $1.95M | Buy |
16,667
+1,471
| +10% | +$172K | 0.57% | 59 |
|
|
2020
Q3 | $1.74M | Sell |
15,196
-690
| -4% | -$79.1K | 0.57% | 53 |
|
|
2020
Q2 | $1.71M | Buy |
15,886
+2,808
| +21% | +$302K | 0.57% | 55 |
|
|
2020
Q1 | $1.07M | Buy |
13,078
+1,303
| +11% | +$107K | 0.43% | 58 |
|
|
2019
Q4 | $1.32M | Sell |
11,775
-517
| -4% | -$57.9K | 0.41% | 61 |
|
|
2019
Q3 | $1.27M | Sell |
12,292
-122
| -1% | -$12.6K | 0.32% | 66 |
|
|
2019
Q2 | $1.24M | Sell |
12,414
-376
| -3% | -$37.5K | 0.29% | 62 |
|
|
2019
Q1 | $1.2M | Buy |
12,790
+203
| +2% | +$19.1K | 0.26% | 63 |
|
|
2018
Q4 | $1M | Sell |
12,587
-116
| -0.9% | -$9.25K | 0.26% | 61 |
|
|
2018
Q3 | $1.05M | Buy |
12,703
+1,812
| +17% | +$150K | 0.24% | 67 |
|
|
2018
Q2 | $893K | Buy |
10,891
+6,989
| +179% | +$573K | 0.22% | 75 |
|
|
2018
Q1 | $322K | Buy |
+3,902
| New | +$322K | 0.08% | 106 |
|
|
2017
Q3 | – | Sell |
-176
| Closed | -$14K | – | 246 |
|
|
2017
Q2 | $14K | Buy |
+176
| New | +$14K | ﹤0.01% | 289 |
|
|
2015
Q4 | – | Sell |
-91
| Closed | -$5K | – | 423 |
|
|
2015
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 379 |
|
|
2015
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 378 |
|