Lion Street Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,588
| Closed | -$302K | – | 262 |
|
|
2023
Q3 | $302K | Buy |
1,588
+4
| +0.3% | +$761 | 0.1% | 180 |
|
|
2023
Q2 | $264K | Buy |
1,584
+6
| +0.4% | +$1K | 0.09% | 189 |
|
|
2023
Q1 | $263K | Buy |
1,578
+6
| +0.4% | +$999 | 0.08% | 198 |
|
|
2022
Q4 | $262K | Buy |
1,572
+4
| +0.3% | +$667 | 0.14% | 121 |
|
|
2022
Q3 | $234K | Sell |
1,568
-4
| -0.3% | -$597 | 0.12% | 112 |
|
|
2022
Q2 | $262K | Buy |
1,572
+3
| +0.2% | +$500 | 0.14% | 121 |
|
|
2022
Q1 | $267K | Hold |
1,569
| – | – | 0.14% | 111 |
|
|
2021
Q4 | $273K | Sell |
1,569
-3
| -0.2% | -$522 | 0.13% | 121 |
|
|
2021
Q3 | $238K | Buy |
+1,572
| New | +$238K | 0.13% | 130 |
|
|
2020
Q2 | – | Sell |
-106
| Closed | -$9K | – | 254 |
|
|
2020
Q1 | $9K | Buy |
+106
| New | +$9K | 0.05% | 176 |
|