Hunter Associates Investment Management’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 |
-2,000
| Closed | -$299K | – | 234 |
|
|
2022
Q3 | $299K | Hold |
2,000
| – | – | 0.08% | 173 |
|
|
2022
Q2 | $311K | Hold |
2,000
| – | – | 0.08% | 164 |
|
|
2022
Q1 | $341K | Hold |
2,000
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $348K | Hold |
2,000
| – | – | 0.1% | 109 |
|
|
2021
Q3 | $303K | Hold |
2,000
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $281K | Hold |
2,000
| – | – | 0.09% | 107 |
|
|
2021
Q1 | $244K | Hold |
2,000
| – | – | 0.06% | 185 |
|
|
2020
Q4 | $234K | Hold |
2,000
| – | – | 0.06% | 177 |
|
|
2020
Q3 | $229K | Hold |
2,000
| – | – | 0.06% | 158 |
|
|
2020
Q2 | $215K | Buy |
+2,000
| New | +$215K | 0.06% | 157 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$223K | – | 164 |
|
|
2019
Q4 | $223K | Buy |
+2,000
| New | +$223K | 0.07% | 154 |
|