Icon Wealth Partners’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 | $3.05M | Sell |
16,017
-1,276
| -7% | -$243K | 0.35% | 60 |
|
|
2023
Q2 | $3.25M | Sell |
17,293
-4,522
| -21% | -$850K | 0.34% | 60 |
|
|
2023
Q1 | $3.63M | Buy |
+21,815
| New | +$3.63M | 0.4% | 62 |
|
|
2022
Q2 | $4.01M | Buy |
25,799
+202
| +0.8% | +$31.4K | 0.48% | 52 |
|
|
2022
Q1 | $4.36M | Buy |
25,597
+696
| +3% | +$119K | 0.43% | 62 |
|
|
2021
Q4 | $4.33M | Sell |
24,901
-110
| -0.4% | -$19.1K | 0.43% | 61 |
|
|
2021
Q3 | $3.79M | Buy |
25,011
+218
| +0.9% | +$33K | 0.4% | 68 |
|
|
2021
Q2 | $3.49M | Buy |
24,793
+1,766
| +8% | +$248K | 0.37% | 74 |
|
|
2021
Q1 | $2.81M | Buy |
23,027
+2,959
| +15% | +$360K | 0.35% | 82 |
|
|
2020
Q4 | $2.35M | Buy |
20,068
+2,235
| +13% | +$262K | 0.37% | 72 |
|
|
2020
Q3 | $2.05M | Buy |
+17,833
| New | +$2.05M | 0.4% | 70 |
|
|
2019
Q2 | – | Sell |
-86
| Closed | -$8K | – | 542 |
|
|
2019
Q1 | $8K | Buy |
+86
| New | +$8K | ﹤0.01% | 702 |
|
|
2018
Q3 | – | Sell |
-156
| Closed | -$13K | – | 558 |
|
|
2018
Q2 | $13K | Buy |
+156
| New | +$13K | 0.01% | 665 |
|
|
2018
Q1 | – | Sell |
-2,173
| Closed | -$177K | – | 557 |
|
|
2017
Q4 | $177K | Buy |
+2,173
| New | +$177K | 0.09% | 187 |
|