Heritage Wealth Management (Arizona)’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 | $468K | Buy |
2,826
+1,448
| +105% | +$240K | 0.07% | 225 |
|
|
2022
Q3 | $206K | Hold |
1,378
| – | – | 0.07% | 217 |
|
|
2022
Q2 | $214K | Hold |
1,378
| – | – | 0.07% | 228 |
|
|
2022
Q1 | $235K | Buy |
+1,378
| New | +$235K | 0.06% | 242 |
|
|
2021
Q3 | $229K | Buy |
1,509
+150
| +11% | +$22.8K | 0.08% | 194 |
|
|
2021
Q2 | $191K | Sell |
1,359
-55
| -4% | -$7.73K | 0.07% | 232 |
|
|
2021
Q1 | $172K | Buy |
+1,414
| New | +$172K | 0.1% | 187 |
|