Cedar Brook Financial Partners’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 |
-1,463
| Closed | -$301K | – | 261 |
|
|
2024
Q1 | $301K | Buy |
1,463
+34
| +2% | +$7K | 0.06% | 312 |
|
|
2023
Q4 | $276K | Sell |
1,429
-211
| -13% | -$40.7K | 0.06% | 312 |
|
|
2023
Q3 | $312K | Sell |
1,640
-356
| -18% | -$67.7K | 0.08% | 249 |
|
|
2023
Q2 | $375K | Buy |
1,996
+8
| +0.4% | +$1.51K | 0.09% | 229 |
|
|
2023
Q1 | $331K | Buy |
1,988
+103
| +5% | +$17.2K | 0.09% | 251 |
|
|
2022
Q4 | $312K | Sell |
1,885
-121
| -6% | -$20K | 0.09% | 261 |
|
|
2022
Q3 | $299K | Buy |
2,006
+13
| +0.7% | +$1.94K | 0.1% | 243 |
|
|
2022
Q2 | $309K | Buy |
1,993
+65
| +3% | +$10.1K | 0.1% | 235 |
|
|
2022
Q1 | $329K | Sell |
1,928
-5
| -0.3% | -$853 | 0.09% | 258 |
|
|
2021
Q4 | $336K | Buy |
1,933
+521
| +37% | +$90.6K | 0.09% | 254 |
|
|
2021
Q3 | $214K | Sell |
1,412
-148
| -9% | -$22.4K | 0.06% | 319 |
|
|
2021
Q2 | $219K | Buy |
+1,560
| New | +$219K | 0.06% | 340 |
|