Kenfarb & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $715K | Sell |
3,755
-100
| -3% | -$19K | 0.65% | 43 |
|
|
2023
Q2 | $725K | Hold |
3,855
| – | – | 0.63% | 44 |
|
|
2023
Q1 | $642K | Sell |
3,855
-180
| -4% | -$30K | 0.57% | 52 |
|
|
2022
Q4 | $668K | Hold |
4,035
| – | – | 0.59% | 51 |
|
|
2022
Q3 | $602K | Hold |
4,035
| – | – | 0.57% | 48 |
|
|
2022
Q2 | $688K | Hold |
4,035
| – | – | 0.54% | 52 |
|
|
2022
Q1 | $688K | Buy |
4,035
+1,300
| +48% | +$222K | 0.54% | 52 |
|
|
2021
Q4 | $475K | Buy |
+2,735
| New | +$475K | 0.35% | 66 |
|