DFPG Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.33M | Sell |
6,949
-41
| -0.6% | -$7.84K | 0.1% | 184 |
|
|
2023
Q3 | $1.38M | Sell |
6,990
-1,109
| -14% | -$219K | 0.13% | 164 |
|
|
2023
Q2 | $1.52M | Buy |
8,099
+71
| +0.9% | +$13.3K | 0.14% | 157 |
|
|
2023
Q1 | $1.34M | Buy |
8,028
+210
| +3% | +$35K | 0.14% | 155 |
|
|
2022
Q4 | $1.36M | Buy |
7,818
+5,626
| +257% | +$978K | 0.22% | 106 |
|
|
2022
Q3 | $340K | Hold |
2,192
| – | – | 0.14% | 115 |
|
|
2022
Q2 | $325K | Buy |
2,192
+2
| +0.1% | +$297 | 0.14% | 110 |
|
|
2022
Q1 | $373K | Hold |
2,190
| – | – | 0.15% | 104 |
|
|
2021
Q4 | $346K | Buy |
+2,190
| New | +$346K | 0.14% | 117 |
|