Intersect Capital’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$208K Sell
1,338
-118
-8% -$18.3K 0.06% 318
2022
Q1
$248K Buy
+1,456
New +$248K 0.05% 360
2015
Q2
Sell
-653
Closed -$37K 264
2015
Q1
$37K Hold
653
0.03% 214
2014
Q4
$37K Buy
+653
New +$37K 0.03% 216