Column Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $138K | Sell |
723
-3
| -0.4% | -$571 | 0.02% | 183 |
|
|
2023
Q2 | $137K | Sell |
726
-104
| -13% | -$19.6K | 0.02% | 183 |
|
|
2023
Q1 | $138K | Hold |
830
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $137K | Buy |
830
+434
| +110% | +$71.8K | 0.02% | 167 |
|
|
2022
Q3 | $59K | Hold |
396
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $61K | Hold |
396
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $67K | Sell |
396
-6
| -1% | -$1.02K | 0.01% | 255 |
|
|
2021
Q4 | $70K | Sell |
402
-51
| -11% | -$8.88K | 0.01% | 250 |
|
|
2021
Q3 | $69K | Sell |
453
-56
| -11% | -$8.53K | 0.01% | 231 |
|
|
2021
Q2 | $72K | Hold |
509
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $62K | Hold |
509
| – | – | 0.01% | 236 |
|
|
2020
Q4 | $60K | Sell |
509
-156
| -23% | -$18.4K | 0.02% | 236 |
|
|
2020
Q3 | $76K | Buy |
665
+71
| +12% | +$8.11K | 0.02% | 185 |
|
|
2020
Q2 | $63K | Buy |
594
+566
| +2,021% | +$60K | 0.02% | 209 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 581 |
|