JP Morgan Private Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.3M | Sell |
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|
2023
Q2 | $18.4M | Sell |
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|
2023
Q1 | $20.7M | Buy |
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|
2022
Q4 | $17.4M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $8.75M | Buy |
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|
2022
Q1 | $9.54M | Buy |
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|
2021
Q4 | $8M | Buy |
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|
2021
Q3 | $6.61M | Buy |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $4.48M | Sell |
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|
2020
Q3 | $4.52M | Sell |
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|
2020
Q2 | $5.32M | Sell |
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|
2020
Q1 | $4.67M | Sell |
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|
2019
Q4 | $6.24M | Buy |
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|
2019
Q3 | $5.27M | Buy |
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|
2019
Q2 | $4.64M | Sell |
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|
2019
Q1 | $4.67M | Sell |
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|
2018
Q4 | $4.24M | Buy |
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|
2018
Q3 | $2.47M | Sell |
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|
2018
Q2 | $3.42M | Buy |
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|
2018
Q1 | $3M | Buy |
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|
2017
Q4 | $2.61M | Buy |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.36M | Sell |
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|
2016
Q3 | $1.6M | Buy |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $961K | Sell |
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|
2015
Q1 | $955K | Sell |
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|
2014
Q4 | $1.08M | Sell |
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|
2014
Q3 | $992K | Buy |
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|
2014
Q2 | $979K | Sell |
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|
2014
Q1 | $997K | Buy |
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|
2013
Q4 | $859K | Buy |
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|
2013
Q3 | $752K | Buy |
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|
2013
Q2 | $687K | Buy |
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