MUFG Americas’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,324
| Closed | -$198K | – | 535 |
|
|
2022
Q3 | $198K | Sell |
1,324
-265
| -17% | -$39.6K | ﹤0.01% | 375 |
|
|
2022
Q2 | $247K | Sell |
1,589
-121
| -7% | -$18.8K | 0.01% | 365 |
|
|
2022
Q1 | $291K | Sell |
1,710
-502
| -23% | -$85.4K | 0.01% | 358 |
|
|
2021
Q4 | $384K | Buy |
2,212
+822
| +59% | +$143K | 0.01% | 342 |
|
|
2021
Q3 | $210K | Buy |
1,390
+522
| +60% | +$78.9K | ﹤0.01% | 386 |
|
|
2021
Q2 | $122K | Sell |
868
-47
| -5% | -$6.61K | ﹤0.01% | 410 |
|
|
2021
Q1 | $111K | Sell |
915
-54
| -6% | -$6.55K | ﹤0.01% | 434 |
|
|
2020
Q4 | $113K | Buy |
969
+15
| +2% | +$1.75K | ﹤0.01% | 425 |
|
|
2020
Q3 | $109K | Hold |
954
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $102K | Sell |
954
-93
| -9% | -$9.94K | ﹤0.01% | 426 |
|
|
2020
Q1 | $91K | Sell |
1,047
-195
| -16% | -$16.9K | ﹤0.01% | 436 |
|
|
2019
Q4 | $138K | Sell |
1,242
-59
| -5% | -$6.56K | ﹤0.01% | 428 |
|
|
2019
Q3 | $130K | Hold |
1,301
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $130K | Buy |
1,301
+79
| +6% | +$7.89K | ﹤0.01% | 431 |
|
|
2019
Q1 | $115K | Sell |
1,222
-1,800
| -60% | -$169K | ﹤0.01% | 423 |
|
|
2018
Q4 | $241K | Sell |
3,022
-504
| -14% | -$40.2K | 0.01% | 362 |
|
|
2018
Q3 | $292K | Hold |
3,526
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $289K | Hold |
3,526
| – | – | 0.01% | 356 |
|
|
2018
Q1 | $291K | Sell |
3,526
-31
| -0.9% | -$2.56K | 0.01% | 369 |
|
|
2017
Q4 | $290K | Buy |
3,557
+31
| +0.9% | +$2.53K | 0.01% | 395 |
|
|
2017
Q3 | $296K | Sell |
3,526
-190
| -5% | -$16K | 0.01% | 402 |
|
|
2017
Q2 | $290K | Sell |
3,716
-75
| -2% | -$5.85K | 0.01% | 398 |
|
|
2017
Q1 | $280K | Sell |
3,791
-2,772
| -42% | -$205K | 0.01% | 413 |
|
|
2016
Q4 | $444K | Sell |
6,563
-2,298
| -26% | -$155K | 0.01% | 368 |
|
|
2016
Q3 | $596K | Sell |
8,861
-270
| -3% | -$18.2K | 0.02% | 343 |
|
|
2016
Q2 | $625K | Sell |
9,131
-300
| -3% | -$20.5K | 0.02% | 317 |
|
|
2016
Q1 | $573K | Hold |
9,431
| – | – | 0.02% | 329 |
|
|
2015
Q4 | $523K | Sell |
9,431
-176
| -2% | -$9.76K | 0.02% | 335 |
|
|
2015
Q3 | $502K | Buy |
9,607
+75
| +0.8% | +$3.92K | 0.02% | 358 |
|
|
2015
Q2 | $540K | Sell |
9,532
-1,992
| -17% | -$113K | 0.02% | 362 |
|
|
2015
Q1 | $646K | Sell |
11,524
-200
| -2% | -$11.2K | 0.02% | 344 |
|
|
2014
Q4 | $671K | Buy |
11,724
+1,502
| +15% | +$86K | 0.02% | 338 |
|
|
2014
Q3 | $535K | Sell |
10,222
-200
| -2% | -$10.5K | 0.02% | 367 |
|
|
2014
Q2 | $540K | Sell |
10,422
-147
| -1% | -$7.62K | 0.02% | 373 |
|
|
2014
Q1 | $521K | Sell |
10,569
-363
| -3% | -$17.9K | 0.02% | 366 |
|
|
2013
Q4 | $529K | Sell |
10,932
-745
| -6% | -$36.1K | 0.02% | 360 |
|
|
2013
Q3 | $509K | Hold |
11,677
| – | – | 0.02% | 379 |
|
|
2013
Q2 | $466K | Buy |
+11,677
| New | +$466K | 0.01% | 693 |
|