Corient Capital Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.62M | Buy |
29,738
+252
| +0.9% | +$39.1K | 0.35% | 67 |
|
|
2022
Q2 | $4.58M | Buy |
29,486
+794
| +3% | +$123K | 0.35% | 71 |
|
|
2022
Q1 | $4.89M | Buy |
28,692
+766
| +3% | +$131K | 0.32% | 73 |
|
|
2021
Q4 | $4.85M | Sell |
27,926
-46
| -0.2% | -$8K | 0.32% | 75 |
|
|
2021
Q3 | $4.24M | Buy |
27,972
+2,741
| +11% | +$415K | 0.31% | 78 |
|
|
2021
Q2 | $3.55M | Buy |
25,231
+4,200
| +20% | +$591K | 0.26% | 85 |
|
|
2021
Q1 | $2.56M | Buy |
21,031
+551
| +3% | +$67.1K | 0.22% | 96 |
|
|
2020
Q4 | $2.4M | Buy |
20,480
+825
| +4% | +$96.5K | 0.24% | 92 |
|
|
2020
Q3 | $2.25M | Sell |
19,655
-27
| -0.1% | -$3.1K | 0.26% | 90 |
|
|
2020
Q2 | $2.11M | Buy |
19,682
+681
| +4% | +$73.1K | 0.26% | 91 |
|
|
2020
Q1 | $1.64M | Sell |
19,001
-272
| -1% | -$23.5K | 0.26% | 89 |
|
|
2019
Q4 | $2.15M | Buy |
19,273
+749
| +4% | +$83.4K | 0.27% | 81 |
|
|
2019
Q3 | $1.85M | Buy |
18,524
+1,026
| +6% | +$103K | 0.26% | 86 |
|
|
2019
Q2 | $1.75M | Buy |
17,498
+548
| +3% | +$54.7K | 0.27% | 95 |
|
|
2019
Q1 | $1.59M | Buy |
16,950
+877
| +5% | +$82.3K | 0.26% | 110 |
|
|
2018
Q4 | $1.28M | Buy |
16,073
+3,255
| +25% | +$260K | 0.23% | 131 |
|
|
2018
Q3 | $1.06M | Hold |
12,818
| – | – | 0.18% | 144 |
|
|
2018
Q2 | $1.05M | Buy |
12,818
+8,789
| +218% | +$721K | 0.18% | 142 |
|
|
2018
Q1 | $333K | Buy |
4,029
+865
| +27% | +$71.5K | 0.06% | 204 |
|
|
2017
Q4 | $258K | Buy |
3,164
+29
| +0.9% | +$2.37K | 0.04% | 253 |
|
|
2017
Q3 | $263K | Buy |
3,135
+283
| +10% | +$23.7K | 0.05% | 240 |
|
|
2017
Q2 | $222K | Buy |
+2,852
| New | +$222K | 0.03% | 289 |
|