Doyle Wealth Management’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 |
-1,178
| Closed | -$205K | – | 253 |
|
|
2021
Q4 | $205K | Buy |
+1,178
| New | +$205K | 0.01% | 225 |
|
|
2019
Q3 | – | Sell |
-1,400
| Closed | -$140K | – | 534 |
|
|
2019
Q2 | $140K | Buy |
+1,400
| New | +$140K | 0.02% | 233 |
|
|
2019
Q1 | – | Sell |
-1,400
| Closed | -$112K | – | 518 |
|
|
2018
Q4 | $112K | Buy |
+1,400
| New | +$112K | 0.02% | 234 |
|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$328K | – | 197 |
|
|
2018
Q2 | $328K | Hold |
4,000
| – | – | 0.05% | 138 |
|
|
2018
Q1 | $330K | Hold |
4,000
| – | – | 0.06% | 125 |
|
|
2017
Q4 | $326K | Sell |
4,000
-800
| -17% | -$65.2K | 0.06% | 125 |
|
|
2017
Q3 | $402K | Hold |
4,800
| – | – | 0.07% | 101 |
|
|
2017
Q2 | $374K | Sell |
4,800
-44
| -0.9% | -$3.43K | 0.07% | 101 |
|
|
2017
Q1 | $358K | Buy |
+4,844
| New | +$358K | 0.07% | 101 |
|