Gradient Investments’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-735
| Closed | -$155K | – | 919 |
|
|
2024
Q2 | $155K | Buy |
735
+42
| +6% | +$8.85K | ﹤0.01% | 344 |
|
|
2024
Q1 | $143K | Sell |
693
-275
| -28% | -$56.6K | ﹤0.01% | 326 |
|
|
2023
Q4 | $183K | Buy |
968
+224
| +30% | +$42.4K | ﹤0.01% | 350 |
|
|
2023
Q3 | $142K | Sell |
744
-10
| -1% | -$1.9K | ﹤0.01% | 352 |
|
|
2023
Q2 | $142K | Buy |
754
+638
| +550% | +$120K | ﹤0.01% | 357 |
|
|
2023
Q1 | $19.3K | Sell |
116
-222
| -66% | -$37K | ﹤0.01% | 682 |
|
|
2022
Q4 | $55.9K | Buy |
338
+118
| +54% | +$19.5K | ﹤0.01% | 478 |
|
|
2022
Q3 | $33K | Sell |
220
-340
| -61% | -$51K | ﹤0.01% | 559 |
|
|
2022
Q2 | $87K | Buy |
560
+130
| +30% | +$20.2K | ﹤0.01% | 397 |
|
|
2022
Q1 | $73K | Hold |
430
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $75K | Hold |
430
| – | – | ﹤0.01% | 404 |
|
|
2021
Q3 | $65K | Sell |
430
-9
| -2% | -$1.36K | ﹤0.01% | 446 |
|
|
2021
Q2 | $62K | Buy |
439
+99
| +29% | +$14K | ﹤0.01% | 445 |
|
|
2021
Q1 | $41K | Sell |
340
-23
| -6% | -$2.77K | ﹤0.01% | 489 |
|
|
2020
Q4 | $42K | Sell |
363
-105
| -22% | -$12.1K | ﹤0.01% | 433 |
|
|
2020
Q3 | $54K | Buy |
468
+23
| +5% | +$2.65K | ﹤0.01% | 395 |
|
|
2020
Q2 | $48K | Buy |
445
+101
| +29% | +$10.9K | ﹤0.01% | 390 |
|
|
2020
Q1 | $30K | Buy |
344
+4
| +1% | +$349 | ﹤0.01% | 434 |
|
|
2019
Q4 | $38K | Hold |
340
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $34K | Buy |
+340
| New | +$34K | ﹤0.01% | 446 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 944 |
|
|
2018
Q4 | $0 | Sell |
1
-340
| -100% | – | ﹤0.01% | 1028 |
|
|
2018
Q3 | $28K | Hold |
341
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $28K | Buy |
341
+1
| +0.3% | +$82 | ﹤0.01% | 428 |
|
|
2018
Q1 | $28K | Hold |
340
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $28K | Buy |
+340
| New | +$28K | ﹤0.01% | 421 |
|
|
2017
Q3 | – | Sell |
-16
| Closed | -$1K | – | 525 |
|
|
2017
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 744 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 718 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 650 |
|
|
2015
Q2 | – | Sell |
-102
| Closed | -$6K | – | 685 |
|
|
2015
Q1 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 468 |
|