Horan Securities’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$6.96K | – | 436 |
|
|
2023
Q2 | $6.96K | Hold |
37
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $6.16K | Sell |
37
-20
| -35% | -$3.33K | ﹤0.01% | 440 |
|
|
2022
Q4 | $9.43K | Buy |
+57
| New | +$9.43K | 0.01% | 376 |
|
|
2021
Q1 | – | Sell |
-26
| Closed | -$3K | – | 444 |
|
|
2020
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 339 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$2K | – | 279 |
|
|
2019
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 261 |
|