Jackson Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,010
| Closed | -$2.34M | – | 135 |
|
|
2020
Q4 | $2.34M | Buy |
20,010
+2,568
| +15% | +$300K | 0.32% | 73 |
|
|
2020
Q3 | $2M | Buy |
17,442
+2,352
| +16% | +$270K | 0.3% | 72 |
|
|
2020
Q2 | $1.62M | Buy |
15,090
+1,210
| +9% | +$130K | 0.29% | 78 |
|
|
2020
Q1 | $1.44M | Buy |
13,880
+613
| +5% | +$63.6K | 0.3% | 68 |
|
|
2019
Q4 | $1.51M | Buy |
13,267
+224
| +2% | +$25.5K | 0.25% | 94 |
|
|
2019
Q3 | $1.26M | Buy |
13,043
+577
| +5% | +$55.7K | 0.26% | 87 |
|
|
2019
Q2 | $1.28M | Hold |
12,466
| – | – | 0.28% | 75 |
|
|
2019
Q1 | $1.17M | Hold |
12,466
| – | – | 0.29% | 75 |
|
|
2018
Q4 | $972K | Sell |
12,466
-329
| -3% | -$25.7K | 0.29% | 71 |
|
|
2018
Q3 | $1.06M | Buy |
12,795
+75
| +0.6% | +$6.2K | 0.22% | 80 |
|
|
2018
Q2 | $1.11M | Buy |
12,720
+120
| +1% | +$10.5K | 0.26% | 78 |
|
|
2018
Q1 | $1.03M | Sell |
12,600
-3,395
| -21% | -$278K | 0.29% | 86 |
|
|
2017
Q4 | $1.31M | Buy |
15,995
+436
| +3% | +$35.7K | 0.33% | 79 |
|
|
2017
Q3 | $1.3M | Buy |
+15,559
| New | +$1.3M | 0.35% | 68 |
|