Homrich & Berg’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $492K | Sell |
3,251
-303
| -9% | -$45.9K | 0.01% | 303 |
|
|
2021
Q2 | $500K | Buy |
3,554
+557
| +19% | +$78.4K | 0.01% | 295 |
|
|
2021
Q1 | $365K | Sell |
2,997
-306
| -9% | -$37.3K | 0.01% | 307 |
|
|
2020
Q4 | $386K | Buy |
3,303
+58
| +2% | +$6.78K | 0.01% | 292 |
|
|
2020
Q3 | $372K | Sell |
3,245
-68
| -2% | -$7.8K | 0.01% | 247 |
|
|
2020
Q2 | $356K | Sell |
3,313
-1,107
| -25% | -$119K | 0.01% | 237 |
|
|
2020
Q1 | $382K | Sell |
4,420
-1,639
| -27% | -$142K | 0.02% | 213 |
|
|
2019
Q4 | $675K | Buy |
6,059
+198
| +3% | +$22.1K | 0.03% | 195 |
|
|
2019
Q3 | $586K | Sell |
5,861
-100
| -2% | -$10K | 0.03% | 201 |
|
|
2019
Q2 | $595K | Sell |
5,961
-209
| -3% | -$20.9K | 0.03% | 199 |
|
|
2019
Q1 | $579K | Sell |
6,170
-14
| -0.2% | -$1.31K | 0.03% | 190 |
|
|
2018
Q4 | $493K | Buy |
6,184
+23
| +0.4% | +$1.83K | 0.03% | 189 |
|
|
2018
Q3 | $510K | Sell |
6,161
-10
| -0.2% | -$828 | 0.03% | 200 |
|
|
2018
Q2 | $506K | Buy |
6,171
+80
| +1% | +$6.56K | 0.04% | 197 |
|
|
2018
Q1 | $503K | Buy |
6,091
+600
| +11% | +$49.5K | 0.03% | 209 |
|
|
2017
Q4 | $447K | Buy |
5,491
+732
| +15% | +$59.6K | 0.03% | 213 |
|
|
2017
Q3 | $399K | Hold |
4,759
| – | – | 0.03% | 217 |
|
|
2017
Q2 | $371K | Sell |
4,759
-94
| -2% | -$7.33K | 0.03% | 194 |
|
|
2017
Q1 | $359K | Sell |
4,853
-81
| -2% | -$5.99K | 0.03% | 210 |
|
|
2016
Q4 | $334K | Sell |
4,934
-145
| -3% | -$9.82K | 0.03% | 197 |
|
|
2016
Q3 | $342K | Buy |
5,079
+36
| +0.7% | +$2.42K | 0.03% | 191 |
|
|
2016
Q2 | $345K | Sell |
5,043
-374
| -7% | -$25.6K | 0.03% | 182 |
|
|
2016
Q1 | $329K | Buy |
5,417
+59
| +1% | +$3.58K | 0.03% | 178 |
|
|
2015
Q4 | $297K | Sell |
5,358
-37
| -0.7% | -$2.05K | 0.03% | 198 |
|
|
2015
Q3 | $282K | Buy |
5,395
+347
| +7% | +$18.1K | 0.03% | 199 |
|
|
2015
Q2 | $286K | Sell |
5,048
-694
| -12% | -$39.3K | 0.03% | 209 |
|
|
2015
Q1 | $322K | Buy |
5,742
+11
| +0.2% | +$617 | 0.03% | 187 |
|
|
2014
Q4 | $328K | Sell |
5,731
-56
| -1% | -$3.21K | 0.03% | 181 |
|
|
2014
Q3 | $303K | Buy |
5,787
+38
| +0.7% | +$1.99K | 0.03% | 192 |
|
|
2014
Q2 | $298K | Buy |
5,749
+30
| +0.5% | +$1.56K | 0.03% | 170 |
|
|
2014
Q1 | $282K | Buy |
5,719
+75
| +1% | +$3.7K | 0.04% | 172 |
|
|
2013
Q4 | $273K | Buy |
+5,644
| New | +$273K | 0.04% | 166 |
|