Marathon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,745
| Closed | -$245K | – | 230 |
|
|
2021
Q2 | $245K | Sell |
1,745
-70
| -4% | -$9.83K | 0.06% | 170 |
|
|
2021
Q1 | $221K | Sell |
1,815
-95
| -5% | -$11.6K | 0.06% | 170 |
|
|
2020
Q4 | $223K | Hold |
1,910
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $219K | Sell |
1,910
-253
| -12% | -$29K | 0.08% | 123 |
|
|
2020
Q2 | $232K | Buy |
+2,163
| New | +$232K | 0.09% | 113 |
|
|
2020
Q1 | – | Sell |
-2,247
| Closed | -$250K | – | 134 |
|
|
2019
Q4 | $250K | Sell |
2,247
-35
| -2% | -$3.89K | 0.09% | 116 |
|
|
2019
Q3 | $228K | Hold |
2,282
| – | – | 0.09% | 89 |
|
|
2019
Q2 | $227K | Hold |
2,282
| – | – | 0.09% | 92 |
|
|
2019
Q1 | $214K | Buy |
+2,282
| New | +$214K | 0.1% | 89 |
|