Mitsubishi UFJ Morgan Stanley Securities’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$5K | – | 125 |
|
|
2022
Q4 | $5K | Sell |
30
-30
| -50% | -$5K | 0.04% | 154 |
|
|
2022
Q3 | $9K | Hold |
60
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $9K | Hold |
60
| – | – | 0.01% | 120 |
|
|
2022
Q1 | $10K | Sell |
60
-60
| -50% | -$10K | 0.01% | 117 |
|
|
2021
Q4 | $21K | Buy |
+120
| New | +$21K | 0.01% | 127 |
|
|
2014
Q4 | $15K | Hold |
260
| – | – | 0.03% | 173 |
|
|
2014
Q3 | $14K | Sell |
260
-260
| -50% | -$14K | 0.04% | 183 |
|
|
2014
Q2 | $27K | Sell |
520
-160
| -24% | -$8.31K | 0.08% | 105 |
|
|
2014
Q1 | $34K | Buy |
680
+660
| +3,300% | +$33K | 0.09% | 81 |
|
|
2013
Q4 | $1K | Sell |
20
-720
| -97% | -$36K | ﹤0.01% | 242 |
|
|
2013
Q3 | $32K | Buy |
+740
| New | +$32K | 0.05% | 116 |
|