MU Investments Company’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.5M | Sell |
18,110
-200
| -1% | -$38.7K | 4.69% | 9 |
|
|
2023
Q2 | $3.4M | Sell |
18,310
-100
| -0.5% | -$18.6K | 4.31% | 11 |
|
|
2023
Q1 | $3.04M | Sell |
18,410
-1,000
| -5% | -$165K | 3.99% | 17 |
|
|
2022
Q4 | $3.24M | Sell |
19,410
-3,120
| -14% | -$520K | 4.15% | 13 |
|
|
2022
Q3 | $3.39M | Hold |
22,530
| – | – | 4.71% | 6 |
|
|
2022
Q2 | $3.49M | Sell |
22,530
-1,230
| -5% | -$191K | 4.72% | 5 |
|
|
2022
Q1 | $4.08M | Hold |
23,760
| – | – | 4.46% | 8 |
|
|
2021
Q4 | $4.13M | Sell |
23,760
-5,590
| -19% | -$972K | 4.17% | 14 |
|
|
2021
Q3 | $4.53M | Hold |
29,350
| – | – | 4.86% | 2 |
|
|
2021
Q2 | $4.13M | Hold |
29,350
| – | – | 4.43% | 6 |
|
|
2021
Q1 | $3.57M | Sell |
29,350
-10,380
| -26% | -$1.26M | 4.08% | 15 |
|
|
2020
Q4 | $4.56M | Buy |
39,730
+3,120
| +9% | +$358K | 4.07% | 19 |
|
|
2020
Q3 | $4.18M | Hold |
36,610
| – | – | 4.64% | 8 |
|
|
2020
Q2 | $3.85M | Sell |
36,610
-10,280
| -22% | -$1.08M | 4.79% | 7 |
|
|
2020
Q1 | $4.2M | Buy |
46,890
+1,860
| +4% | +$167K | 4.44% | 9 |
|
|
2019
Q4 | $5.05M | Sell |
45,030
-22,270
| -33% | -$2.5M | 4.38% | 5 |
|
|
2019
Q3 | $6.71M | Hold |
67,300
| – | – | 4.04% | 14 |
|
|
2019
Q2 | $6.69M | Buy |
67,300
+1,300
| +2% | +$129K | 4.15% | 8 |
|
|
2019
Q1 | $6.13M | Hold |
66,000
| – | – | 3.96% | 13 |
|
|
2018
Q4 | $5.11M | Hold |
66,000
| – | – | 3.82% | 16 |
|
|
2018
Q3 | $5.5M | Hold |
66,000
| – | – | 3.48% | 19 |
|
|
2018
Q2 | $5.35M | Hold |
66,000
| – | – | 3.74% | 17 |
|
|
2018
Q1 | $5.45M | Hold |
66,000
| – | – | 3.89% | 15 |
|
|
2017
Q4 | $5.41M | Hold |
66,000
| – | – | 3.71% | 24 |
|
|
2017
Q3 | $5.52M | Hold |
66,000
| – | – | 4.26% | 7 |
|
|
2017
Q2 | $5.13M | Hold |
66,000
| – | – | 3.67% | 11 |
|
|
2017
Q1 | $4.89M | Hold |
66,000
| – | – | 3.46% | 13 |
|
|
2016
Q4 | $4.47M | Sell |
66,000
-7,000
| -10% | -$474K | 3.35% | 21 |
|
|
2016
Q3 | $4.85M | Hold |
73,000
| – | – | 3.55% | 8 |
|
|
2016
Q2 | $4.87M | Hold |
73,000
| – | – | 3.3% | 6 |
|
|
2016
Q1 | $4.43M | Hold |
73,000
| – | – | 2.8% | 15 |
|
|
2015
Q4 | $4.05M | Buy |
+73,000
| New | +$4.05M | 2.4% | 22 |
|