First Personal Financial Services’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 | $17.8K | Hold |
80
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $16.9K | Hold |
80
| – | – | ﹤0.01% | 247 |
|
|
2024
Q1 | $16.5K | Hold |
80
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $15.2K | Hold |
80
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $15.2K | Hold |
80
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $15K | Hold |
80
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $13.3K | Hold |
80
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $13.2K | Hold |
80
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $12K | Buy |
+80
| New | +$12K | ﹤0.01% | 326 |
|
|
2020
Q1 | – | Sell |
-198
| Closed | -$22K | – | 438 |
|
|
2019
Q4 | $22K | Sell |
198
-543
| -73% | -$60.3K | 0.01% | 242 |
|
|
2019
Q3 | $74K | Sell |
741
-487
| -40% | -$48.6K | 0.02% | 206 |
|
|
2019
Q2 | $122K | Buy |
1,228
+198
| +19% | +$19.7K | 0.03% | 196 |
|
|
2019
Q1 | $97K | Hold |
1,030
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $82K | Hold |
1,030
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $85K | Buy |
1,030
+99
| +11% | +$8.17K | 0.03% | 222 |
|
|
2018
Q2 | $76K | Sell |
931
-1,381
| -60% | -$113K | 0.03% | 228 |
|
|
2018
Q1 | $191K | Sell |
2,312
-1,882
| -45% | -$155K | 0.04% | 217 |
|
|
2017
Q4 | $341K | Buy |
4,194
+449
| +12% | +$36.5K | 0.07% | 180 |
|
|
2017
Q3 | $314K | Buy |
3,745
+135
| +4% | +$11.3K | 0.07% | 177 |
|
|
2017
Q2 | $281K | Buy |
3,610
+200
| +6% | +$15.6K | 0.06% | 186 |
|
|
2017
Q1 | $252K | Hold |
3,410
| – | – | 0.06% | 171 |
|
|
2016
Q4 | $230K | Buy |
+3,410
| New | +$230K | 0.06% | 174 |
|
|
2016
Q1 | – | Sell |
-166
| Closed | -$9K | – | 366 |
|
|
2015
Q4 | $9K | Hold |
166
| – | – | 0.01% | 302 |
|
|
2015
Q3 | $9K | Hold |
166
| – | – | 0.01% | 290 |
|
|
2015
Q2 | $10K | Hold |
166
| – | – | 0.01% | 280 |
|
|
2015
Q1 | $10K | Hold |
166
| – | – | 0.01% | 277 |
|
|
2014
Q4 | $9K | Buy |
+166
| New | +$9K | 0.01% | 266 |
|