Charter Oak Capital Management’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 |
-1,045
| Closed | -$233K | – | 188 |
|
|
2024
Q3 | $233K | Hold |
1,045
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $220K | Sell |
1,045
-5
| -0.5% | -$1.05K | 0.02% | 165 |
|
|
2024
Q1 | $216K | Buy |
+1,050
| New | +$216K | 0.02% | 170 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$4K | – | 587 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 802 |
|