MWP
Moller Wealth Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,700
| Closed | -$1.37M | – | 52 |
|
|
2020
Q4 | $1.37M | Buy |
+11,700
| New | +$1.37M | 0.57% | 28 |
|
|
2019
Q1 | – | Sell |
-11,700
| Closed | -$953K | – | 63 |
|
|
2018
Q4 | $953K | Buy |
+11,700
| New | +$953K | 0.62% | 26 |
|
|
2014
Q4 | – | Sell |
-11,700
| Closed | -$612K | – | 49 |
|
|
2014
Q3 | $612K | Hold |
11,700
| – | – | 0.29% | 36 |
|
|
2014
Q2 | $606K | Hold |
11,700
| – | – | 0.28% | 36 |
|
|
2014
Q1 | $577K | Hold |
11,700
| – | – | 0.29% | 35 |
|
|
2013
Q4 | $566K | Hold |
11,700
| – | – | 0.3% | 35 |
|
|
2013
Q3 | $510K | Hold |
11,700
| – | – | 0.32% | 35 |
|
|
2013
Q2 | $467K | Buy |
+11,700
| New | +$467K | 0.34% | 36 |
|