Israel Discount Bank of New York’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,633
| Closed | -$336K | – | 69 |
|
|
2024
Q1 | $336K | Sell |
1,633
-477
| -23% | -$98.3K | 0.42% | 54 |
|
|
2023
Q4 | $400K | Buy |
2,110
+32
| +2% | +$6.06K | 0.31% | 67 |
|
|
2023
Q3 | $395K | Sell |
2,078
-37
| -2% | -$7.04K | 0.33% | 65 |
|
|
2023
Q2 | $398K | Sell |
2,115
-519
| -20% | -$97.6K | 0.32% | 69 |
|
|
2023
Q1 | $439K | Sell |
2,634
-33
| -1% | -$5.5K | 0.33% | 68 |
|
|
2022
Q4 | $441K | Sell |
2,667
-116
| -4% | -$19.2K | 0.37% | 69 |
|
|
2022
Q3 | $415K | Sell |
2,783
-49
| -2% | -$7.31K | 0.34% | 69 |
|
|
2022
Q2 | $440K | Sell |
2,832
-28
| -1% | -$4.35K | 0.33% | 68 |
|
|
2022
Q1 | $488K | Sell |
2,860
-63
| -2% | -$10.8K | 0.32% | 68 |
|
|
2021
Q4 | $508K | Sell |
2,923
-105
| -3% | -$18.2K | 0.31% | 68 |
|
|
2021
Q3 | $458K | Buy |
+3,028
| New | +$458K | 0.31% | 70 |
|
|
2021
Q1 | $348K | Sell |
2,854
-390
| -12% | -$47.6K | 0.27% | 74 |
|
|
2020
Q4 | $380K | Sell |
3,244
-771
| -19% | -$90.3K | 0.28% | 74 |
|
|
2020
Q3 | $461K | Sell |
4,015
-338
| -8% | -$38.8K | 0.3% | 70 |
|
|
2020
Q2 | $468K | Sell |
4,353
-648
| -13% | -$69.7K | 0.32% | 72 |
|
|
2020
Q1 | $432K | Buy |
5,001
+484
| +11% | +$41.8K | 0.33% | 68 |
|
|
2019
Q4 | $503K | Buy |
4,517
+1,588
| +54% | +$177K | 0.33% | 68 |
|
|
2019
Q3 | $293K | Buy |
+2,929
| New | +$293K | 0.22% | 75 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$3K | – | 460 |
|
|
2016
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 458 |
|