Cognios Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,428
| Closed | -$1.33M | – | 142 |
|
|
2020
Q1 | $1.33M | Buy |
15,428
+13,141
| +575% | +$1.14M | 0.67% | 62 |
|
|
2019
Q4 | $254K | Buy |
+2,287
| New | +$254K | 0.09% | 143 |
|
|
2019
Q3 | – | Sell |
-20,996
| Closed | -$2.09M | – | 153 |
|
|
2019
Q2 | $2.09M | Buy |
+20,996
| New | +$2.09M | 0.8% | 79 |
|
|
2017
Q3 | – | Sell |
-3,403
| Closed | -$265K | – | 173 |
|
|
2017
Q2 | $265K | Sell |
3,403
-2,762
| -45% | -$215K | 0.09% | 137 |
|
|
2017
Q1 | $455K | Sell |
6,165
-2,510
| -29% | -$185K | 0.15% | 77 |
|
|
2016
Q4 | $586K | Buy |
8,675
+400
| +5% | +$27K | 0.18% | 69 |
|
|
2016
Q3 | $556K | Buy |
8,275
+27
| +0.3% | +$1.81K | 0.16% | 70 |
|
|
2016
Q2 | $564K | Sell |
8,248
-61,001
| -88% | -$4.17M | 0.18% | 75 |
|
|
2016
Q1 | $4.21M | Buy |
69,249
+26,502
| +62% | +$1.61M | 1.57% | 24 |
|
|
2015
Q4 | $2.37M | Buy |
+42,747
| New | +$2.37M | 1.21% | 27 |
|