Liberty 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
Q4 | – | Sell |
-72
| Closed | -$11K | – | 740 |
|
|
2021
Q3 | $11K | Buy |
72
+14
| +24% | +$2.14K | ﹤0.01% | 811 |
|
|
2021
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $6K | Buy |
58
+14
| +32% | +$1.45K | ﹤0.01% | 674 |
|
|
2020
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 629 |
|
|
2020
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 613 |
|
|
2020
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 632 |
|
|
2019
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 673 |
|
|
2019
Q3 | $4K | Buy |
44
+34
| +340% | +$3.09K | ﹤0.01% | 677 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 840 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 806 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 782 |
|