Mercer Capital Advisers’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 | $840K | Hold |
5,546
| – | – | 0.45% | 40 |
|
2021
Q2 | $780K | Hold |
5,546
| – | – | 0.39% | 47 |
|
2021
Q1 | $676K | Hold |
5,546
| – | – | 0.36% | 53 |
|
2020
Q4 | $649K | Hold |
5,546
| – | – | 0.36% | 51 |
|
2020
Q3 | $636K | Hold |
5,546
| – | – | 0.39% | 44 |
|
2020
Q2 | $596K | Buy |
5,546
+3,000
| +118% | +$322K | 0.38% | 47 |
|
2020
Q1 | $220K | Sell |
2,546
-3,000
| -54% | -$259K | 0.16% | 74 |
|
2019
Q4 | $618K | Hold |
5,546
| – | – | 0.37% | 49 |
|
2019
Q3 | $555K | Hold |
5,546
| – | – | 0.35% | 52 |
|
2019
Q2 | $553K | Hold |
5,546
| – | – | 0.36% | 51 |
|
2019
Q1 | $521K | Hold |
5,546
| – | – | 0.35% | 50 |
|
2018
Q4 | $442K | Hold |
5,546
| – | – | 0.33% | 54 |
|
2018
Q3 | $459K | Hold |
5,546
| – | – | 0.31% | 59 |
|
2018
Q2 | $454K | Hold |
5,546
| – | – | 0.33% | 57 |
|
2018
Q1 | $458K | Hold |
5,546
| – | – | 0.34% | 56 |
|
2017
Q4 | $451K | Hold |
5,546
| – | – | 0.33% | 54 |
|
2017
Q3 | $465K | Hold |
5,546
| – | – | 0.34% | 56 |
|
2017
Q2 | $432K | Hold |
5,546
| – | – | 0.32% | 56 |
|
2017
Q1 | $410K | Hold |
5,546
| – | – | 0.31% | 57 |
|
2016
Q4 | $375K | Hold |
5,546
| – | – | 0.3% | 59 |
|
2016
Q3 | $373K | Hold |
5,546
| – | – | 0.3% | 63 |
|
2016
Q2 | $380K | Hold |
5,546
| – | – | 0.31% | 62 |
|
2016
Q1 | $337K | Hold |
5,546
| – | – | 0.29% | 64 |
|
2015
Q4 | $307K | Hold |
5,546
| – | – | 0.27% | 67 |
|
2015
Q3 | $290K | Hold |
5,546
| – | – | 0.27% | 68 |
|
2015
Q2 | $315K | Hold |
5,546
| – | – | 0.28% | 68 |
|
2015
Q1 | $311K | Hold |
5,546
| – | – | 0.28% | 67 |
|
2014
Q4 | $317K | Buy |
+5,546
| New | +$317K | 0.28% | 66 |
|