MacGuire Cheswick & Tuttle Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $14.1M | Buy |
177,031
+150
| +0.1% | +$12K | 2.96% | 13 |
|
|
2018
Q3 | $14.6M | Sell |
176,881
-95
| -0.1% | -$7.86K | 2.52% | 13 |
|
|
2018
Q2 | $14.5M | Buy |
176,976
+1,325
| +0.8% | +$109K | 2.66% | 14 |
|
|
2018
Q1 | $14.5M | Sell |
175,651
-895
| -0.5% | -$73.9K | 2.7% | 13 |
|
|
2017
Q4 | $14.4M | Sell |
176,546
-2,520
| -1% | -$205K | 2.61% | 14 |
|
|
2017
Q3 | $15M | Buy |
179,066
+475
| +0.3% | +$39.8K | 2.95% | 11 |
|
|
2017
Q2 | $13.9M | Sell |
178,591
-9,450
| -5% | -$737K | 2.83% | 13 |
|
|
2017
Q1 | $13.9M | Sell |
188,041
-780
| -0.4% | -$57.6K | 2.69% | 14 |
|
|
2016
Q4 | $12.8M | Buy |
188,821
+2,525
| +1% | +$171K | 2.63% | 14 |
|
|
2016
Q3 | $12.5M | Sell |
186,296
-350
| -0.2% | -$23.5K | 2.81% | 14 |
|
|
2016
Q2 | $12.8M | Sell |
186,646
-2,620
| -1% | -$179K | 2.85% | 13 |
|
|
2016
Q1 | $11.5M | Sell |
189,266
-175
| -0.1% | -$10.6K | 2.68% | 14 |
|
|
2015
Q4 | $10.5M | Buy |
189,441
+9,815
| +5% | +$544K | 2.36% | 17 |
|
|
2015
Q3 | $9.38M | Buy |
179,626
+4,590
| +3% | +$240K | 2.29% | 18 |
|
|
2015
Q2 | $9.93M | Buy |
175,036
+2,100
| +1% | +$119K | 2.22% | 19 |
|
|
2015
Q1 | $9.7M | Buy |
172,936
+600
| +0.3% | +$33.7K | 2.19% | 19 |
|
|
2014
Q4 | $9.87M | Buy |
172,336
+2,545
| +1% | +$146K | 2.21% | 18 |
|
|
2014
Q3 | $8.89M | Buy |
169,791
+390
| +0.2% | +$20.4K | 2.07% | 19 |
|
|
2014
Q2 | $8.78M | Buy |
169,401
+2,190
| +1% | +$113K | 2.04% | 21 |
|
|
2014
Q1 | $8.24M | Buy |
167,211
+375
| +0.2% | +$18.5K | 2% | 22 |
|
|
2013
Q4 | $8.07M | Buy |
166,836
+3,760
| +2% | +$182K | 1.94% | 24 |
|
|
2013
Q3 | $7.1M | Buy |
163,076
+476
| +0.3% | +$20.7K | 1.95% | 24 |
|
|
2013
Q2 | $6.49M | Buy |
+162,600
| New | +$6.49M | 1.86% | 25 |
|