Carmichael Hill & 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
Q3 | $29K | Buy |
130
+60
| +86% | +$13.4K | 0.01% | 374 |
|
|
2024
Q2 | $14.8K | Hold |
70
| – | – | 0.01% | 439 |
|
|
2024
Q1 | $14.4K | Hold |
70
| – | – | 0.01% | 444 |
|
|
2023
Q4 | $13.3K | Hold |
70
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $13.3K | Hold |
70
| – | – | 0.01% | 431 |
|
|
2023
Q2 | $13.2K | Hold |
70
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $11.7K | Hold |
70
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $11.6K | Hold |
70
| – | – | 0.01% | 437 |
|
|
2022
Q3 | $10K | Hold |
70
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $11K | Hold |
70
| – | – | 0.01% | 445 |
|
|
2022
Q1 | $12K | Hold |
70
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $12K | Hold |
70
| – | – | 0.01% | 474 |
|
|
2021
Q3 | $11K | Hold |
70
| – | – | 0.01% | 484 |
|
|
2021
Q2 | $10K | Buy |
70
+30
| +75% | +$4.29K | 0.01% | 492 |
|
|
2021
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $4K | Sell |
40
-9
| -18% | -$900 | ﹤0.01% | 491 |
|
|
2020
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 476 |
|
|
2019
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 497 |
|