Global Wealth Management Investment Advisory’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 |
-5
| Closed | -$903 | – | 322 |
|
|
2023
Q4 | $903 | Hold |
5
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $907 | Hold |
5
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $896 | Buy |
+5
| New | +$896 | ﹤0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$3K | – | 340 |
|
|
2022
Q2 | $3K | Buy |
17
+5
| +42% | +$882 | ﹤0.01% | 387 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$2K | – | 551 |
|
|
2020
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 522 |
|
|
2020
Q1 | $2K | Sell |
18
-16
| -47% | -$1.78K | ﹤0.01% | 511 |
|
|
2019
Q4 | $4K | Sell |
34
-6
| -15% | -$706 | ﹤0.01% | 459 |
|
|
2019
Q3 | $4K | Sell |
40
-118
| -75% | -$11.8K | ﹤0.01% | 426 |
|
|
2019
Q2 | $16K | Buy |
158
+136
| +618% | +$13.8K | 0.01% | 307 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 563 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 594 |
|