Carroll Financial Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $163K | Buy |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $175K | Sell |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $169K | Buy |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q2 | $147K | Buy |
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|
2019
Q1 | $91K | Sell |
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|
2018
Q4 | $83K | Buy |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | $83K | Sell |
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|
2017
Q4 | $100K | Sell |
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|
2017
Q3 | $109K | Buy |
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|
2017
Q2 | $101K | Buy |
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|
2017
Q1 | $78K | Hold |
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|
2016
Q4 | $72K | Buy |
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|
2016
Q3 | $67K | Buy |
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|
2016
Q2 | $52K | Hold |
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|
2016
Q1 | $46K | Buy |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $22K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $19K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $15K | Buy |
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