InterOcean Capital Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $506K | Buy |
2,456
+2
| +0.1% | +$412 | 0.01% | 300 |
|
|
2023
Q4 | $465K | Buy |
2,454
+56
| +2% | +$10.6K | 0.01% | 305 |
|
|
2023
Q3 | $456K | Buy |
2,398
+1
| +0% | +$190 | 0.01% | 284 |
|
|
2023
Q2 | $451K | Buy |
2,397
+77
| +3% | +$14.5K | 0.01% | 293 |
|
|
2023
Q1 | $386K | Hold |
2,320
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $384K | Hold |
2,320
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $346K | Hold |
2,320
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $360K | Sell |
2,320
-13
| -0.6% | -$2.02K | 0.01% | 284 |
|
|
2022
Q1 | $398K | Buy |
2,333
+13
| +0.6% | +$2.22K | 0.02% | 189 |
|
|
2021
Q4 | $403K | Hold |
2,320
| – | – | 0.02% | 186 |
|
|
2021
Q3 | $351K | Buy |
2,320
+46
| +2% | +$6.96K | 0.02% | 188 |
|
|
2021
Q2 | $320K | Hold |
2,274
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $277K | Hold |
2,274
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $266K | Buy |
+2,274
| New | +$266K | 0.02% | 183 |
|