Gofen & Glossberg’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $629K | Buy |
3,803
+120
| +3% | +$19.8K | 0.02% | 304 |
|
|
2022
Q3 | $550K | Buy |
3,683
+55
| +2% | +$8.21K | 0.02% | 299 |
|
|
2022
Q2 | $563K | Hold |
3,628
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $618K | Hold |
3,628
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $631K | Hold |
3,628
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $549K | Sell |
3,628
-110
| -3% | -$16.6K | 0.01% | 328 |
|
|
2021
Q2 | $526K | Hold |
3,738
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $455K | Buy |
3,738
+1,500
| +67% | +$183K | 0.01% | 346 |
|
|
2020
Q4 | $262K | Hold |
2,238
| – | – | 0.01% | 422 |
|
|
2020
Q3 | $257K | Hold |
2,238
| – | – | 0.01% | 392 |
|
|
2020
Q2 | $240K | Buy |
+2,238
| New | +$240K | 0.01% | 390 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$245K | – | 458 |
|
|
2019
Q4 | $245K | Hold |
2,200
| – | – | 0.01% | 407 |
|
|
2019
Q3 | $220K | Hold |
2,200
| – | – | 0.01% | 412 |
|
|
2019
Q2 | $219K | Hold |
2,200
| – | – | 0.01% | 405 |
|
|
2019
Q1 | $207K | Buy |
+2,200
| New | +$207K | 0.01% | 412 |
|
|
2018
Q1 | – | Sell |
-2,700
| Closed | -$220K | – | 474 |
|
|
2017
Q4 | $220K | Buy |
+2,700
| New | +$220K | 0.01% | 439 |
|
|
2014
Q2 | – | Sell |
-3,118
| Closed | -$150K | – | 483 |
|
|
2014
Q1 | $150K | Hold |
3,118
| – | – | 0.01% | 445 |
|
|
2013
Q4 | $151K | Buy |
+3,118
| New | +$151K | 0.01% | 442 |
|