C.M. Bidwell & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,189
| Closed | -$265K | – | 521 |
|
|
2024
Q3 | $265K | Buy |
1,189
+9
| +0.8% | +$2.01K | 0.16% | 100 |
|
|
2024
Q2 | $249K | Hold |
1,180
| – | – | 0.17% | 103 |
|
|
2024
Q1 | $243K | Sell |
1,180
-2
| -0.2% | -$412 | 0.17% | 108 |
|
|
2023
Q4 | $224K | Buy |
+1,182
| New | +$224K | 0.17% | 108 |
|
|
2016
Q3 | – | Sell |
-4,285
| Closed | -$293K | – | 297 |
|
|
2016
Q2 | $293K | Buy |
+4,285
| New | +$293K | 0.07% | 122 |
|
|
2015
Q4 | – | Sell |
-76,070
| Closed | -$3.97M | – | 261 |
|
|
2015
Q3 | $3.97M | Buy |
+76,070
| New | +$3.97M | 0.98% | 42 |
|
|
2014
Q2 | – | Sell |
-83,120
| Closed | -$4.1M | – | 272 |
|
|
2014
Q1 | $4.1M | Buy |
+83,120
| New | +$4.1M | 0.98% | 43 |
|