Mirabella Financial Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,959
| Closed | -$404K | – | 591 |
|
|
2024
Q1 | $404K | Buy |
+1,959
| New | +$404K | 0.03% | 330 |
|
|
2023
Q4 | – | Sell |
-3,779
| Closed | -$719K | – | 529 |
|
|
2023
Q3 | $719K | Buy |
3,779
+199
| +6% | +$37.9K | 0.1% | 185 |
|
|
2023
Q2 | $673K | Buy |
+3,580
| New | +$673K | 0.07% | 258 |
|
|
2020
Q4 | – | Sell |
-8,798
| Closed | -$1.01M | – | 412 |
|
|
2020
Q3 | $1.01M | Buy |
8,798
+1,927
| +28% | +$221K | 0.14% | 83 |
|
|
2020
Q2 | $738K | Buy |
+6,871
| New | +$738K | 0.18% | 72 |
|