MSAM
Moloney Securities Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,375
| Closed | -$901K | – | 490 |
|
|
2024
Q1 | $901K | Sell |
4,375
-67
| -2% | -$13.8K | 0.14% | 181 |
|
|
2023
Q4 | $842K | Buy |
4,442
+255
| +6% | +$48.3K | 0.13% | 186 |
|
|
2023
Q3 | $797K | Buy |
+4,187
| New | +$797K | 0.14% | 180 |
|
|
2022
Q3 | – | Sell |
-4,998
| Closed | -$776K | – | 392 |
|
|
2022
Q2 | $776K | Sell |
4,998
-926
| -16% | -$144K | 0.18% | 151 |
|
|
2022
Q1 | $1.01M | Buy |
5,924
+261
| +5% | +$44.5K | 0.2% | 134 |
|
|
2021
Q4 | $984K | Sell |
5,663
-398
| -7% | -$69.2K | 0.17% | 148 |
|
|
2021
Q3 | $918K | Buy |
+6,061
| New | +$918K | 0.17% | 163 |
|
|
2021
Q1 | – | Sell |
-5,612
| Closed | -$657K | – | 420 |
|
|
2020
Q4 | $657K | Buy |
5,612
+1,326
| +31% | +$155K | 0.15% | 168 |
|
|
2020
Q3 | $492K | Buy |
+4,286
| New | +$492K | 0.13% | 173 |
|