Centaurus Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-617
| Closed | -$103K | – | 864 |
|
|
2023
Q1 | $103K | Buy |
+617
| New | +$103K | 0.01% | 857 |
|
|
2022
Q3 | – | Sell |
-2,341
| Closed | -$363K | – | 873 |
|
|
2022
Q2 | $363K | Buy |
2,341
+26
| +1% | +$4.03K | 0.04% | 442 |
|
|
2022
Q1 | $395K | Sell |
2,315
-25
| -1% | -$4.27K | 0.03% | 477 |
|
|
2021
Q4 | $407K | Buy |
2,340
+25
| +1% | +$4.35K | 0.03% | 490 |
|
|
2021
Q3 | $351K | Hold |
2,315
| – | – | 0.03% | 511 |
|
|
2021
Q2 | $326K | Buy |
2,315
+132
| +6% | +$18.6K | 0.03% | 547 |
|
|
2021
Q1 | $266K | Hold |
2,183
| – | – | 0.03% | 532 |
|
|
2020
Q4 | $255K | Hold |
2,183
| – | – | 0.03% | 500 |
|
|
2020
Q3 | $250K | Hold |
2,183
| – | – | 0.03% | 410 |
|
|
2020
Q2 | $234K | Buy |
2,183
+200
| +10% | +$21.4K | 0.03% | 388 |
|
|
2020
Q1 | $171K | Sell |
1,983
-151
| -7% | -$13K | 0.03% | 373 |
|
|
2019
Q4 | $238K | Buy |
+2,134
| New | +$238K | 0.03% | 417 |
|
|
2018
Q3 | – | Sell |
-94
| Closed | -$8K | – | 1445 |
|
|
2018
Q2 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 1638 |
|