Cutler Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-411
| Closed | -$68K | – | 1740 |
|
|
2023
Q1 | $68K | Buy |
411
+100
| +32% | +$16.5K | 0.01% | 562 |
|
|
2022
Q4 | $51K | Hold |
311
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $46K | Buy |
+311
| New | +$46K | ﹤0.01% | 911 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$21K | – | 2256 |
|
|
2022
Q1 | $21K | Buy |
+129
| New | +$21K | ﹤0.01% | 1353 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2407 |
|
|
2021
Q3 | – | Sell |
-8,498
| Closed | -$1.2M | – | 2497 |
|
|
2021
Q2 | $1.2M | Buy |
8,498
+8,148
| +2,328% | +$1.15M | 0.06% | 238 |
|
|
2021
Q1 | $42K | Buy |
+350
| New | +$42K | ﹤0.01% | 1227 |
|
|
2020
Q4 | – | Sell |
-114
| Closed | -$13K | – | 2162 |
|
|
2020
Q3 | $13K | Buy |
+114
| New | +$13K | ﹤0.01% | 1250 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1900 |
|
|
2020
Q1 | – | Sell |
-138
| Closed | -$15K | – | 1834 |
|
|
2019
Q4 | $15K | Sell |
138
-2,214
| -94% | -$241K | ﹤0.01% | 1171 |
|
|
2019
Q3 | $235K | Sell |
2,352
-721
| -23% | -$72K | 0.02% | 396 |
|
|
2019
Q2 | $306K | Buy |
3,073
+2,273
| +284% | +$226K | 0.03% | 353 |
|
|
2019
Q1 | $75K | Buy |
800
+200
| +33% | +$18.8K | 0.01% | 715 |
|
|
2018
Q4 | $47K | Buy |
+600
| New | +$47K | ﹤0.01% | 847 |
|
|
2018
Q3 | – | Sell |
-1,233
| Closed | -$101K | – | 1978 |
|
|
2018
Q2 | $101K | Buy |
1,233
+33
| +3% | +$2.7K | 0.01% | 696 |
|
|
2018
Q1 | $99K | Sell |
1,200
-2,186
| -65% | -$180K | 0.01% | 729 |
|
|
2017
Q4 | $275K | Buy |
3,386
+2,686
| +384% | +$218K | 0.01% | 526 |
|
|
2017
Q3 | $58K | Sell |
700
-922
| -57% | -$76.4K | ﹤0.01% | 1204 |
|
|
2017
Q2 | $126K | Buy |
1,622
+1,194
| +279% | +$92.8K | ﹤0.01% | 1082 |
|
|
2017
Q1 | $31K | Buy |
+428
| New | +$31K | ﹤0.01% | 1699 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3194 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3133 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3161 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3155 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3141 |
|