M&R Capital Management’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
Sell
-114
Closed -$21.4K 626
2023
Q2
$21.4K Hold
114
0.01% 311
2023
Q1
$19K Hold
114
0.01% 312
2022
Q4
$18.9K Hold
114
0.01% 302
2022
Q3
$17K Hold
114
﹤0.01% 290
2022
Q2
$17K Hold
114
﹤0.01% 295
2022
Q1
$19K Hold
114
﹤0.01% 296
2021
Q4
$19K Hold
114
﹤0.01% 302
2021
Q3
$17K Hold
114
﹤0.01% 309
2021
Q2
$16K Hold
114
﹤0.01% 312
2021
Q1
$13K Hold
114
﹤0.01% 317
2020
Q4
$13K Hold
114
﹤0.01% 333
2020
Q3
$13K Hold
114
﹤0.01% 339
2020
Q2
$12K Hold
114
﹤0.01% 344
2020
Q1
$9K Hold
114
﹤0.01% 350
2019
Q4
$12K Hold
114
﹤0.01% 369
2019
Q3
$11K Sell
114
-31
-21% -$2.99K ﹤0.01% 398
2019
Q2
$14K Hold
145
﹤0.01% 388
2019
Q1
$13K Hold
145
﹤0.01% 398
2018
Q4
$11K Hold
145
﹤0.01% 403
2018
Q3
$11K Hold
145
﹤0.01% 428
2018
Q2
$11K Buy
145
+31
+27% +$2.35K ﹤0.01% 423
2018
Q1
$9K Hold
114
﹤0.01% 442
2017
Q4
$9K Sell
114
-160
-58% -$12.6K ﹤0.01% 450
2017
Q3
$22K Buy
274
+34
+14% +$2.73K 0.01% 375
2017
Q2
$18K Buy
240
+78
+48% +$5.85K ﹤0.01% 388
2017
Q1
$11K Sell
162
-19
-10% -$1.29K ﹤0.01% 441
2016
Q4
$12K Sell
181
-23
-11% -$1.53K ﹤0.01% 422
2016
Q3
$13K Hold
204
﹤0.01% 407
2016
Q2
$13K Buy
+204
New +$13K ﹤0.01% 403