Cornerstone Advisors (Washington)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $341K | Buy |
2,974
+83
| +3% | +$9.52K | 0.04% | 63 |
|
|
2020
Q2 | $310K | Buy |
2,891
+156
| +6% | +$16.7K | 0.03% | 65 |
|
|
2020
Q1 | $236K | Buy |
2,735
+620
| +29% | +$53.5K | 0.03% | 69 |
|
|
2019
Q4 | $236K | Buy |
2,115
+36
| +2% | +$4.02K | 0.03% | 82 |
|
|
2019
Q3 | $208K | Buy |
2,079
+159
| +8% | +$15.9K | 0.03% | 86 |
|
|
2019
Q2 | $192K | Buy |
1,920
+116
| +6% | +$11.6K | 0.02% | 158 |
|
|
2019
Q1 | $169K | Buy |
1,804
+744
| +70% | +$69.7K | 0.02% | 160 |
|
|
2018
Q4 | $85K | Buy |
1,060
+91
| +9% | +$7.3K | 0.02% | 215 |
|
|
2018
Q3 | $80K | Buy |
969
+76
| +9% | +$6.28K | 0.05% | 245 |
|
|
2018
Q2 | $73K | Buy |
893
+33
| +4% | +$2.7K | 0.05% | 247 |
|
|
2018
Q1 | $71K | Hold |
860
| – | – | 0.05% | 242 |
|
|
2017
Q4 | $70K | Hold |
860
| – | – | 0.05% | 235 |
|
|
2017
Q3 | $72K | Hold |
860
| – | – | 0.05% | 227 |
|
|
2017
Q2 | $67K | Hold |
860
| – | – | 0.04% | 236 |
|
|
2017
Q1 | $64K | Hold |
860
| – | – | 0.04% | 247 |
|
|
2016
Q4 | $58K | Buy |
860
+37
| +4% | +$2.5K | 0.05% | 247 |
|
|
2016
Q3 | $55K | Buy |
823
+595
| +261% | +$39.8K | 0.05% | 241 |
|
|
2016
Q2 | $16K | Hold |
228
| – | – | 0.02% | 329 |
|
|
2016
Q1 | $14K | Buy |
228
+106
| +87% | +$6.51K | 0.01% | 346 |
|
|
2015
Q4 | $7K | Hold |
122
| – | – | 0.01% | 498 |
|
|
2015
Q3 | $6K | Hold |
122
| – | – | 0.01% | 528 |
|
|
2015
Q2 | $7K | Hold |
122
| – | – | 0.01% | 368 |
|
|
2015
Q1 | $7K | Hold |
122
| – | – | 0.01% | 395 |
|
|
2014
Q4 | $7K | Hold |
122
| – | – | 0.01% | 350 |
|
|
2014
Q3 | $6K | Sell |
122
-15
| -11% | -$738 | ﹤0.01% | 253 |
|
|
2014
Q2 | $7K | Buy |
137
+32
| +30% | +$1.64K | 0.01% | 262 |
|
|
2014
Q1 | $5K | Sell |
105
-196
| -65% | -$9.33K | 0.01% | 267 |
|
|
2013
Q4 | $15K | Hold |
301
| – | – | 0.02% | 121 |
|
|
2013
Q3 | $13K | Buy |
301
+245
| +438% | +$10.6K | 0.02% | 123 |
|
|
2013
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 192 |
|