Mariner Wealth Advisors (Cincinnati)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $24.8M | Buy |
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2018
Q2 | $23.8M | Buy |
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|
2018
Q1 | $23.6M | Buy |
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|
2017
Q4 | $22.7M | Buy |
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|
2017
Q3 | $23.2M | Buy |
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|
2017
Q2 | $21.2M | Buy |
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|
2017
Q1 | $19.9M | Sell |
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|
2016
Q4 | $21.1M | Sell |
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|
2016
Q3 | $21.1M | Buy |
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|
2016
Q2 | $21.5M | Buy |
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|
2016
Q1 | $18.8M | Buy |
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|
2015
Q4 | $16.9M | Buy |
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|
2015
Q1 | $16.5M | Buy |
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|
2014
Q4 | $16.1M | Buy |
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|
2014
Q3 | $14.5M | Sell |
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|
2014
Q2 | $14.4M | Buy |
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|
2014
Q1 | $13.4M | Buy |
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|
2013
Q4 | $12.7M | Sell |
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|
2013
Q3 | $11.4M | Buy |
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|
2013
Q2 | $10.3M | Buy |
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