Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $80.3K | Buy |
381
+58
| +18% | +$12.2K | 0.02% | 323 |
|
|
2024
Q1 | $66.5K | Buy |
323
+23
| +8% | +$4.74K | 0.01% | 368 |
|
|
2023
Q4 | $56.8K | Sell |
300
-95
| -24% | -$18K | 0.01% | 371 |
|
|
2023
Q3 | $75.2K | Buy |
395
+264
| +202% | +$50.2K | 0.02% | 299 |
|
|
2023
Q2 | $24.6K | Hold |
131
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $22.7K | Sell |
131
-2
| -2% | -$347 | 0.01% | 437 |
|
|
2022
Q4 | $23.2K | Hold |
133
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $20K | Buy |
133
+29
| +28% | +$4.36K | 0.01% | 450 |
|
|
2022
Q2 | $17K | Hold |
104
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $18K | Sell |
104
-15
| -13% | -$2.6K | 0.01% | 475 |
|
|
2021
Q4 | $21K | Buy |
119
+10
| +9% | +$1.77K | 0.01% | 472 |
|
|
2021
Q3 | $17K | Buy |
109
+14
| +15% | +$2.18K | 0.01% | 487 |
|
|
2021
Q2 | $13K | Buy |
95
+20
| +27% | +$2.74K | ﹤0.01% | 516 |
|
|
2021
Q1 | $9K | Buy |
75
+43
| +134% | +$5.16K | ﹤0.01% | 555 |
|
|
2020
Q4 | $4K | Buy |
32
+7
| +28% | +$875 | ﹤0.01% | 626 |
|
|
2020
Q3 | $3K | Sell |
25
-53
| -68% | -$6.36K | ﹤0.01% | 450 |
|
|
2020
Q2 | $8K | Buy |
+78
| New | +$8K | ﹤0.01% | 157 |
|