First Capital Advisors Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $334K | Sell |
1,778
-75
| -4% | -$14.1K | 0.17% | 96 |
|
|
2023
Q1 | $309K | Sell |
1,853
-34
| -2% | -$5.66K | 0.2% | 105 |
|
|
2022
Q4 | $312K | Sell |
1,887
-39
| -2% | -$6.45K | 0.21% | 109 |
|
|
2022
Q3 | $288K | Sell |
1,926
-617
| -24% | -$92.3K | 0.24% | 105 |
|
|
2022
Q2 | $395K | Buy |
+2,543
| New | +$395K | 0.27% | 97 |
|
|
2018
Q2 | – | Sell |
-19
| Closed | -$2K | – | 537 |
|
|
2018
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 736 |
|