Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,560
| Closed | -$1.18M | – | 131 |
|
|
2019
Q4 | $1.18M | Sell |
10,560
-3,362
| -24% | -$374K | 0.4% | 97 |
|
|
2019
Q3 | $1.39M | Buy |
+13,922
| New | +$1.39M | 0.46% | 78 |
|
|
2018
Q4 | – | Sell |
-3,386
| Closed | -$280K | – | 454 |
|
|
2018
Q3 | $280K | Buy |
+3,386
| New | +$280K | 0.13% | 255 |
|
|
2018
Q1 | – | Sell |
-2,768
| Closed | -$225K | – | 424 |
|
|
2017
Q4 | $225K | Buy |
+2,768
| New | +$225K | 0.2% | 242 |
|
|
2017
Q3 | – | Sell |
-9,714
| Closed | -$757K | – | 338 |
|
|
2017
Q2 | $757K | Sell |
9,714
-157
| -2% | -$12.2K | 0.83% | 15 |
|
|
2017
Q1 | $729K | Buy |
9,871
+912
| +10% | +$67.4K | 0.43% | 43 |
|
|
2016
Q4 | $606K | Sell |
8,959
-17,940
| -67% | -$1.21M | 0.39% | 55 |
|
|
2016
Q3 | $1.81M | Buy |
+26,899
| New | +$1.81M | 1.09% | 27 |
|
|
2015
Q3 | – | Sell |
-27,514
| Closed | -$1.56M | – | 288 |
|
|
2015
Q2 | $1.56M | Buy |
27,514
+7,940
| +41% | +$450K | 0.64% | 53 |
|
|
2015
Q1 | $1.1M | Buy |
+19,574
| New | +$1.1M | 0.44% | 90 |
|
|
2014
Q4 | – | Sell |
-25,413
| Closed | -$1.33M | – | 268 |
|
|
2014
Q3 | $1.33M | Buy |
+25,413
| New | +$1.33M | 0.51% | 67 |
|
|
2014
Q2 | – | Sell |
-15,962
| Closed | -$787K | – | 292 |
|
|
2014
Q1 | $787K | Buy |
+15,962
| New | +$787K | 0.44% | 77 |
|