HIM
Hotaling Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,736
| Closed | -$1.26M | – | 121 |
|
|
2020
Q4 | $1.26M | Sell |
10,736
-14,972
| -58% | -$1.75M | 0.59% | 58 |
|
|
2020
Q3 | $2.95M | Sell |
25,708
-73
| -0.3% | -$8.37K | 1.59% | 18 |
|
|
2020
Q2 | $2.77M | Sell |
25,781
-439
| -2% | -$47.1K | 1.6% | 16 |
|
|
2020
Q1 | $2.27M | Sell |
26,220
-482
| -2% | -$41.7K | 1.69% | 19 |
|
|
2019
Q4 | $2.98M | Sell |
26,702
-277
| -1% | -$30.9K | 1.71% | 17 |
|
|
2019
Q3 | $2.7M | Sell |
26,979
-3,054
| -10% | -$306K | 1.73% | 19 |
|
|
2019
Q2 | $3M | Sell |
30,033
-29
| -0.1% | -$2.89K | 1.92% | 13 |
|
|
2019
Q1 | $2.82M | Sell |
30,062
-275
| -0.9% | -$25.8K | 1.91% | 11 |
|
|
2018
Q4 | $2.42M | Buy |
+30,337
| New | +$2.42M | 1.97% | 9 |
|