Focused Wealth 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
Q1 | – | Sell |
-19
| Closed | -$3.62K | – | 611 |
|
|
2023
Q4 | $3.62K | Hold |
19
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $3.63K | Sell |
19
-19
| -50% | -$3.63K | ﹤0.01% | 671 |
|
|
2023
Q2 | $7.21K | Sell |
38
-225
| -86% | -$42.7K | ﹤0.01% | 580 |
|
|
2023
Q1 | $43.8K | Buy |
263
+225
| +592% | +$37.5K | 0.01% | 327 |
|
|
2022
Q4 | $6.3K | Hold |
38
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $7K | Buy |
38
+1
| +3% | +$184 | ﹤0.01% | 612 |
|
|
2021
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 671 |
|
|
2021
Q1 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 652 |
|