Howe & Rusling’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 | – | Sell |
-116
| Closed | -$17K | – | 748 |
|
|
2022
Q3 | $17K | Buy |
116
+13
| +13% | +$1.91K | ﹤0.01% | 451 |
|
|
2022
Q2 | $16K | Hold |
103
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $18K | Buy |
+103
| New | +$18K | ﹤0.01% | 432 |
|
|
2021
Q2 | – | Sell |
-48
| Closed | -$6K | – | 987 |
|
|
2021
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 575 |
|
|
2020
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 573 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$4K | – | 862 |
|
|
2020
Q1 | $4K | Sell |
44
-1
| -2% | -$91 | ﹤0.01% | 535 |
|
|
2019
Q4 | $5K | Sell |
45
-2
| -4% | -$222 | ﹤0.01% | 554 |
|
|
2019
Q3 | $5K | Sell |
47
-3
| -6% | -$319 | ﹤0.01% | 555 |
|
|
2019
Q2 | $5K | Buy |
50
+3
| +6% | +$300 | ﹤0.01% | 529 |
|
|
2019
Q1 | $4K | Sell |
47
-293
| -86% | -$24.9K | ﹤0.01% | 576 |
|
|
2018
Q4 | $27K | Buy |
340
+136
| +67% | +$10.8K | 0.01% | 312 |
|
|
2018
Q3 | $17K | Buy |
204
+187
| +1,100% | +$15.6K | ﹤0.01% | 416 |
|
|
2018
Q2 | $1K | Sell |
17
-6
| -26% | -$353 | ﹤0.01% | 753 |
|
|
2018
Q1 | $2K | Sell |
23
-16
| -41% | -$1.39K | ﹤0.01% | 786 |
|
|
2017
Q4 | $3K | Sell |
39
-5
| -11% | -$385 | ﹤0.01% | 638 |
|
|
2017
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 622 |
|
|
2017
Q2 | $3K | Sell |
44
-55
| -56% | -$3.75K | ﹤0.01% | 727 |
|
|
2017
Q1 | $7K | Sell |
99
-6
| -6% | -$424 | ﹤0.01% | 594 |
|
|
2016
Q4 | $7K | Sell |
105
-11
| -9% | -$733 | ﹤0.01% | 593 |
|
|
2016
Q3 | $8K | Buy |
116
+57
| +97% | +$3.93K | ﹤0.01% | 568 |
|
|
2016
Q2 | $4K | Buy |
59
+6
| +11% | +$407 | ﹤0.01% | 686 |
|
|
2016
Q1 | $3K | Sell |
53
-25
| -32% | -$1.42K | ﹤0.01% | 784 |
|
|
2015
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 682 |
|
|
2015
Q3 | $4K | Sell |
78
-14
| -15% | -$718 | ﹤0.01% | 680 |
|
|
2015
Q2 | $5K | Buy |
92
+7
| +8% | +$380 | ﹤0.01% | 649 |
|
|
2015
Q1 | $5K | Sell |
85
-21
| -20% | -$1.24K | ﹤0.01% | 613 |
|
|
2014
Q4 | $6K | Buy |
106
+1
| +1% | +$57 | ﹤0.01% | 591 |
|
|
2014
Q3 | $5K | Sell |
105
-6
| -5% | -$286 | ﹤0.01% | 606 |
|
|
2014
Q2 | $6K | Sell |
111
-3
| -3% | -$162 | ﹤0.01% | 586 |
|
|
2014
Q1 | $6K | Sell |
114
-4
| -3% | -$211 | ﹤0.01% | 641 |
|
|
2013
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 572 |
|
|
2013
Q3 | $5K | Buy |
118
+4
| +4% | +$169 | ﹤0.01% | 696 |
|
|
2013
Q2 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 714 |
|