Lee Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-105
| Closed | -$17.5K | – | 817 |
|
|
2023
Q1 | $17.5K | Buy |
105
+98
| +1,400% | +$16.3K | ﹤0.01% | 330 |
|
|
2022
Q4 | $1.16K | Hold |
7
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 765 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 801 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 879 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 849 |
|
|
2021
Q2 | – | Sell |
-67
| Closed | -$8K | – | 678 |
|
|
2021
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 408 |
|
|
2020
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 412 |
|
|
2020
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $7K | Hold |
67
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $7K | Hold |
67
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 406 |
|
|
2019
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 402 |
|
|
2018
Q3 | – | Sell |
-161
| Closed | -$13K | – | 609 |
|
|
2018
Q2 | $13K | Hold |
161
| – | – | ﹤0.01% | 430 |
|
|
2018
Q1 | $13K | Buy |
+161
| New | +$13K | ﹤0.01% | 421 |
|