First Foundation 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 | – | Sell |
-99
| Closed | -$20.9K | – | 409 |
|
|
2024
Q2 | $20.9K | Hold |
99
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $20.4K | Hold |
99
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $18.8K | Sell |
99
-998
| -91% | -$189K | ﹤0.01% | 427 |
|
|
2023
Q3 | $209K | Sell |
1,097
-435
| -28% | -$82.8K | 0.01% | 387 |
|
|
2023
Q2 | $288K | Buy |
1,532
+22
| +1% | +$4.14K | 0.01% | 322 |
|
|
2023
Q1 | $251K | Sell |
1,510
-381
| -20% | -$63.5K | 0.01% | 323 |
|
|
2022
Q4 | $313K | Sell |
1,891
-192
| -9% | -$31.8K | 0.02% | 300 |
|
|
2022
Q3 | $311K | Buy |
+2,083
| New | +$311K | 0.02% | 288 |
|
|
2022
Q2 | – | Sell |
-1,241
| Closed | -$211K | – | 435 |
|
|
2022
Q1 | $211K | Buy |
+1,241
| New | +$211K | 0.01% | 390 |
|
|
2021
Q1 | – | Sell |
-2,966
| Closed | -$347K | – | 427 |
|
|
2020
Q4 | $347K | Buy |
2,966
+218
| +8% | +$25.5K | 0.02% | 312 |
|
|
2020
Q3 | $315K | Hold |
2,748
| – | – | 0.01% | 289 |
|
|
2020
Q2 | $295K | Sell |
2,748
-4,454
| -62% | -$478K | 0.02% | 281 |
|
|
2020
Q1 | $623K | Buy |
+7,202
| New | +$623K | 0.04% | 203 |
|