Fernwood Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,382
| Closed | -$291K | – | 203 |
|
|
2024
Q2 | $291K | Hold |
1,382
| – | – | 0.09% | 166 |
|
|
2024
Q1 | $285K | Buy |
1,382
+182
| +15% | +$37.5K | 0.08% | 167 |
|
|
2023
Q4 | $227K | Hold |
1,200
| – | – | 0.08% | 174 |
|
|
2023
Q3 | $228K | Hold |
1,200
| – | – | 0.08% | 173 |
|
|
2023
Q2 | $226K | Buy |
+1,200
| New | +$226K | 0.08% | 168 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$205K | – | 198 |
|
|
2022
Q1 | $205K | Hold |
1,200
| – | – | 0.07% | 190 |
|
|
2021
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.07% | 199 |
|