FinTrust Capital Advisors’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 | $37.5K | Hold |
168
| – | – | 0.01% | 656 |
|
|
2024
Q2 | $35.4K | Buy |
168
+83
| +98% | +$17.5K | 0.01% | 619 |
|
|
2024
Q1 | $17.5K | Sell |
85
-12
| -12% | -$2.47K | ﹤0.01% | 747 |
|
|
2023
Q4 | $18.4K | Sell |
97
-51
| -34% | -$9.66K | ﹤0.01% | 694 |
|
|
2023
Q3 | $28.2K | Buy |
148
+5
| +3% | +$952 | 0.01% | 585 |
|
|
2023
Q2 | $23.7K | Hold |
143
| – | – | 0.01% | 606 |
|
|
2023
Q1 | $23.7K | Hold |
143
| – | – | 0.01% | 605 |
|
|
2022
Q4 | $23.7K | Sell |
143
-78
| -35% | -$12.9K | 0.01% | 605 |
|
|
2022
Q3 | $35K | Buy |
221
+31
| +16% | +$4.91K | 0.01% | 585 |
|
|
2022
Q2 | $30K | Buy |
190
+128
| +206% | +$20.2K | 0.01% | 630 |
|
|
2022
Q1 | $11K | Buy |
+62
| New | +$11K | ﹤0.01% | 916 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1167 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1195 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1207 |
|