Meag Munich Ergo’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
+609
| New | +$133K | ﹤0.01% | 182 |
|
|
2024
Q2 | – | Sell |
-494
| Closed | -$102K | – | 191 |
|
|
2024
Q1 | $102K | Sell |
494
-6,319
| -93% | -$1.3M | ﹤0.01% | 164 |
|
|
2023
Q4 | $1.29M | Buy |
+6,813
| New | +$1.29M | 0.05% | 123 |
|
|
2023
Q3 | – | Sell |
-538
| Closed | -$101K | – | 188 |
|
|
2023
Q2 | $101K | Sell |
538
-216
| -29% | -$40.6K | ﹤0.01% | 164 |
|
|
2023
Q1 | $126K | Sell |
754
-3,647
| -83% | -$607K | 0.01% | 165 |
|
|
2022
Q4 | $728K | Hold |
4,401
| – | – | 0.04% | 160 |
|
|
2022
Q3 | $657K | Sell |
4,401
-1,061
| -19% | -$158K | 0.04% | 162 |
|
|
2022
Q2 | $848K | Buy |
5,462
+2,905
| +114% | +$451K | 0.05% | 153 |
|
|
2022
Q1 | $441K | Buy |
+2,557
| New | +$441K | 0.03% | 173 |
|
|
2021
Q3 | – | Sell |
-14,030
| Closed | -$1.97M | – | 286 |
|
|
2021
Q2 | $1.97M | Sell |
14,030
-7,172
| -34% | -$1.01M | 0.19% | 122 |
|
|
2021
Q1 | $2.58M | Buy |
21,202
+14,533
| +218% | +$1.77M | 0.26% | 98 |
|
|
2020
Q4 | $767K | Buy |
6,669
+1,435
| +27% | +$165K | 0.18% | 140 |
|
|
2020
Q3 | $600K | Hold |
5,234
| – | – | 0.11% | 156 |
|
|
2020
Q2 | $562K | Sell |
5,234
-1,414
| -21% | -$152K | 0.11% | 157 |
|
|
2020
Q1 | $575K | Sell |
6,648
-9,593
| -59% | -$830K | 0.14% | 121 |
|
|
2019
Q4 | $1.82M | Buy |
16,241
+9,593
| +144% | +$1.07M | 0.19% | 126 |
|
|
2019
Q3 | $660K | Buy |
6,648
+386
| +6% | +$38.3K | 0.03% | 438 |
|
|
2019
Q2 | $623K | Buy |
6,262
+462
| +8% | +$46K | 0.05% | 352 |
|
|
2019
Q1 | $539K | Hold |
5,800
| – | – | 0.04% | 380 |
|
|
2018
Q4 | $459K | Hold |
5,800
| – | – | 0.06% | 290 |
|
|
2018
Q3 | $481K | Hold |
5,800
| – | – | 0.03% | 343 |
|
|
2018
Q2 | $474K | Hold |
5,800
| – | – | 0.03% | 330 |
|
|
2018
Q1 | $473K | Buy |
+5,800
| New | +$473K | 0.02% | 358 |
|