Gyroscope Capital Management Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,416
| Closed | -$236K | – | 205 |
|
|
2023
Q1 | $236K | Sell |
1,416
-1,992
| -58% | -$332K | 0.06% | 156 |
|
|
2022
Q4 | $564K | Sell |
3,408
-3
| -0.1% | -$496 | 0.17% | 86 |
|
|
2022
Q3 | $509K | Sell |
3,411
-93
| -3% | -$13.9K | 0.2% | 81 |
|
|
2022
Q2 | $544K | Buy |
3,504
+84
| +2% | +$13K | 0.19% | 84 |
|
|
2022
Q1 | $583K | Sell |
3,420
-278
| -8% | -$47.4K | 0.2% | 78 |
|
|
2021
Q4 | $643K | Sell |
3,698
-913
| -20% | -$159K | 0.23% | 78 |
|
|
2021
Q3 | $698K | Sell |
4,611
-666
| -13% | -$101K | 0.26% | 71 |
|
|
2021
Q2 | $742K | Sell |
5,277
-111
| -2% | -$15.6K | 0.26% | 72 |
|
|
2021
Q1 | $656K | Sell |
5,388
-158
| -3% | -$19.2K | 0.26% | 75 |
|
|
2020
Q4 | $649K | Sell |
5,546
-233
| -4% | -$27.3K | 0.28% | 76 |
|
|
2020
Q3 | $663K | Sell |
5,779
-88
| -1% | -$10.1K | 0.3% | 74 |
|
|
2020
Q2 | $630K | Buy |
5,867
+132
| +2% | +$14.2K | 0.29% | 72 |
|
|
2020
Q1 | $496K | Buy |
5,735
+429
| +8% | +$37.1K | 0.23% | 84 |
|
|
2019
Q4 | $591K | Buy |
5,306
+553
| +12% | +$61.6K | 0.21% | 77 |
|
|
2019
Q3 | $459K | Buy |
4,753
+781
| +20% | +$75.4K | 0.18% | 99 |
|
|
2019
Q2 | $408K | Buy |
3,972
+344
| +9% | +$35.3K | 0.15% | 94 |
|
|
2019
Q1 | $344K | Sell |
3,628
-397
| -10% | -$37.6K | 0.13% | 98 |
|
|
2018
Q4 | $321K | Sell |
4,025
-53
| -1% | -$4.23K | 0.12% | 114 |
|
|
2018
Q3 | $339K | Buy |
4,078
+169
| +4% | +$14K | 0.14% | 95 |
|
|
2018
Q2 | $320K | Buy |
+3,909
| New | +$320K | 0.14% | 93 |
|
|
2015
Q4 | – | Sell |
-100,000
| Closed | -$5.22M | – | 70 |
|
|
2015
Q3 | $5.22M | Hold |
100,000
| – | – | 4.45% | 1 |
|
|
2015
Q2 | $5.67M | Hold |
100,000
| – | – | 4.64% | 1 |
|
|
2015
Q1 | $5.61M | Hold |
100,000
| – | – | 4.63% | 2 |
|
|
2014
Q4 | $5.72M | Buy |
+100,000
| New | +$5.72M | 4.7% | 2 |
|