CAM
Cypress Asset Management’s Marsh & McLennan MMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-8,000
| Closed | -$651K | – | 186 |
|
2017
Q4 | $651K | Hold |
8,000
| – | – | 0.14% | 115 |
|
2017
Q3 | $670K | Sell |
8,000
-1,000
| -11% | -$83.8K | 0.14% | 116 |
|
2017
Q2 | $702K | Hold |
9,000
| – | – | 0.14% | 116 |
|
2017
Q1 | $665K | Sell |
9,000
-1,000
| -10% | -$73.9K | 0.13% | 131 |
|
2016
Q4 | $676K | Buy |
+10,000
| New | +$676K | 0.13% | 129 |
|
2016
Q3 | – | Sell |
-13,000
| Closed | -$890K | – | 207 |
|
2016
Q2 | $890K | Hold |
13,000
| – | – | 0.18% | 115 |
|
2016
Q1 | $790K | Hold |
13,000
| – | – | 0.16% | 118 |
|
2015
Q4 | $721K | Hold |
13,000
| – | – | 0.15% | 123 |
|
2015
Q3 | $679K | Sell |
13,000
-2,000
| -13% | -$104K | 0.14% | 122 |
|
2015
Q2 | $850K | Hold |
15,000
| – | – | 0.16% | 115 |
|
2015
Q1 | $841K | Hold |
15,000
| – | – | 0.16% | 114 |
|
2014
Q4 | $859K | Hold |
15,000
| – | – | 0.16% | 108 |
|
2014
Q3 | $785K | Hold |
15,000
| – | – | 0.14% | 114 |
|
2014
Q2 | $777K | Hold |
15,000
| – | – | 0.13% | 112 |
|
2014
Q1 | $739K | Hold |
15,000
| – | – | 0.13% | 114 |
|
2013
Q4 | $725K | Hold |
15,000
| – | – | 0.13% | 119 |
|
2013
Q3 | $653K | Hold |
15,000
| – | – | 0.12% | 122 |
|
2013
Q2 | $599K | Buy |
+15,000
| New | +$599K | 0.11% | 124 |
|