DTL
Dynamic Technology Lab’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
+6,569
| New | +$1.44M | 0.2% | 139 |
|
|
2025
Q1 | – | Sell |
-2,320
| Closed | -$493K | – | 1212 |
|
|
2024
Q4 | $493K | Sell |
2,320
-18,737
| -89% | -$3.98M | 0.08% | 444 |
|
|
2024
Q3 | $4.7M | Buy |
21,057
+15,331
| +268% | +$3.42M | 0.5% | 16 |
|
|
2024
Q2 | $1.21M | Sell |
5,726
-11,282
| -66% | -$2.38M | 0.14% | 251 |
|
|
2024
Q1 | $3.5M | Buy |
+17,008
| New | +$3.5M | 0.37% | 21 |
|
|
2023
Q4 | – | Sell |
-1,747
| Closed | -$332K | – | 1269 |
|
|
2023
Q3 | $332K | Buy |
+1,747
| New | +$332K | 0.03% | 619 |
|
|
2023
Q1 | – | Sell |
-5,036
| Closed | -$833K | – | 1361 |
|
|
2022
Q4 | $833K | Sell |
5,036
-5,363
| -52% | -$887K | 0.08% | 398 |
|
|
2022
Q3 | $1.55M | Sell |
10,399
-377
| -3% | -$56.3K | 0.15% | 211 |
|
|
2022
Q2 | $1.67M | Buy |
+10,776
| New | +$1.67M | 0.19% | 148 |
|
|
2022
Q1 | – | Sell |
-24,910
| Closed | -$4.33M | – | 1349 |
|
|
2021
Q4 | $4.33M | Buy |
24,910
+14,123
| +131% | +$2.45M | 0.48% | 10 |
|
|
2021
Q3 | $1.63M | Buy |
+10,787
| New | +$1.63M | 0.2% | 126 |
|
|
2021
Q1 | – | Sell |
-3,373
| Closed | -$395K | – | 1374 |
|
|
2020
Q4 | $395K | Sell |
3,373
-9,386
| -74% | -$1.1M | 0.06% | 547 |
|
|
2020
Q3 | $1.46M | Buy |
+12,759
| New | +$1.46M | 0.24% | 81 |
|
|
2020
Q2 | – | Sell |
-15,900
| Closed | -$1.38M | – | 1192 |
|
|
2020
Q1 | $1.38M | Buy |
15,900
+1,453
| +10% | +$126K | 0.27% | 55 |
|
|
2019
Q4 | $1.61M | Buy |
+14,447
| New | +$1.61M | 0.26% | 68 |
|
|
2019
Q1 | – | Sell |
-5,237
| Closed | -$418K | – | 1201 |
|
|
2018
Q4 | $418K | Buy |
+5,237
| New | +$418K | 0.07% | 496 |
|
|
2018
Q1 | – | Sell |
-7,623
| Closed | -$621K | – | 1231 |
|
|
2017
Q4 | $621K | Buy |
+7,623
| New | +$621K | 0.11% | 335 |
|
|
2017
Q3 | – | Sell |
-7,900
| Closed | -$615K | – | 1249 |
|
|
2017
Q2 | $615K | Buy |
+7,900
| New | +$615K | 0.12% | 295 |
|
|
2017
Q1 | – | Sell |
-17,541
| Closed | -$1.19M | – | 1146 |
|
|
2016
Q4 | $1.19M | Buy |
17,541
+4,568
| +35% | +$309K | 0.32% | 22 |
|
|
2016
Q3 | $873K | Buy |
+12,973
| New | +$873K | 0.23% | 70 |
|
|
2015
Q3 | – | Sell |
-7,765
| Closed | -$440K | – | 957 |
|
|
2015
Q2 | $440K | Buy |
7,765
+1,737
| +29% | +$98.4K | 0.15% | 233 |
|
|
2015
Q1 | $338K | Buy |
+6,028
| New | +$338K | 0.15% | 302 |
|