Confluence Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $859K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $866K | Sell |
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|
2019
Q3 | $859K | Buy |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $784K | Sell |
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|
2018
Q4 | $811K | Sell |
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|
2018
Q3 | $865K | Buy |
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|
2018
Q2 | $856K | Hold |
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|
2018
Q1 | $863K | Hold |
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|
2017
Q4 | $850K | Sell |
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|
2017
Q3 | $902K | Sell |
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|
2017
Q2 | $863K | Buy |
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|
2017
Q1 | $810K | Sell |
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|
2016
Q4 | $904K | Sell |
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|
2016
Q3 | $907K | Buy |
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|
2016
Q2 | $776K | Sell |
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|
2016
Q1 | $693K | Buy |
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|
2015
Q4 | $238K | Buy |
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