Elkfork Partners’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$4.35M Buy
43,456
+140
+0.3% +$14K 0.11% 168
2019
Q2
$4.32M Buy
43,316
+12,292
+40% +$1.23M 0.11% 174
2019
Q1
$2.91M Buy
31,024
+2,240
+8% +$210K 0.07% 218
2018
Q4
$2.3M Sell
28,784
-588
-2% -$46.9K 0.06% 238
2018
Q3
$2.43M Buy
29,372
+2,940
+11% +$243K 0.06% 250
2018
Q2
$2.17M Buy
26,432
+11,200
+74% +$918K 0.06% 250
2018
Q1
$1.26M Sell
15,232
-616
-4% -$50.9K 0.03% 288
2017
Q4
$1.29M Buy
15,848
+3,752
+31% +$305K 0.04% 313
2017
Q3
$1.01M Sell
12,096
-2,968
-20% -$249K 0.03% 327
2017
Q2
$1.18M Sell
15,064
-1,512
-9% -$118K 0.04% 309
2017
Q1
$1.23M Sell
16,576
-6,244
-27% -$461K 0.04% 292
2016
Q4
$1.54M Buy
+22,820
New +$1.54M 0.05% 247