Douglas C. Lane & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $378K | Sell |
6,809
-100
| -1% | -$5.55K | 0.01% | 182 |
|
|
2015
Q3 | $361K | Sell |
6,909
-620
| -8% | -$32.4K | 0.01% | 187 |
|
|
2015
Q2 | $427K | Sell |
7,529
-2,421
| -24% | -$137K | 0.01% | 181 |
|
|
2015
Q1 | $558K | Buy |
9,950
+1,200
| +14% | +$67.3K | 0.01% | 165 |
|
|
2014
Q4 | $501K | Sell |
8,750
-3,675
| -30% | -$210K | 0.01% | 168 |
|
|
2014
Q3 | $650K | Sell |
12,425
-6,839
| -36% | -$358K | 0.02% | 155 |
|
|
2014
Q2 | $998K | Sell |
19,264
-5,077
| -21% | -$263K | 0.03% | 143 |
|
|
2014
Q1 | $1.2M | Sell |
24,341
-30,098
| -55% | -$1.48M | 0.04% | 134 |
|
|
2013
Q4 | $2.63M | Sell |
54,439
-15,588
| -22% | -$754K | 0.09% | 121 |
|
|
2013
Q3 | $3.05M | Sell |
70,027
-25,502
| -27% | -$1.11M | 0.11% | 119 |
|
|
2013
Q2 | $3.81M | Buy |
+95,529
| New | +$3.81M | 0.15% | 107 |
|