Dearborn 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
Q1 | – | Sell |
-1,860
| Closed | -$323K | – | 278 |
|
|
2021
Q4 | $323K | Buy |
+1,860
| New | +$323K | 0.01% | 206 |
|
|
2015
Q2 | – | Sell |
-4,500
| Closed | -$252K | – | 245 |
|
|
2015
Q1 | $252K | Hold |
4,500
| – | – | 0.02% | 266 |
|
|
2014
Q4 | $258K | Hold |
4,500
| – | – | 0.02% | 263 |
|
|
2014
Q3 | $236K | Hold |
4,500
| – | – | 0.02% | 276 |
|
|
2014
Q2 | $233K | Hold |
4,500
| – | – | 0.02% | 280 |
|
|
2014
Q1 | $222K | Hold |
4,500
| – | – | 0.02% | 279 |
|
|
2013
Q4 | $218K | Buy |
+4,500
| New | +$218K | 0.03% | 287 |
|