NBW Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,765
| Closed | -$3.96M | – | 91 |
|
|
2021
Q4 | $3.96M | Sell |
22,765
-414
| -2% | -$72K | 0.88% | 52 |
|
|
2021
Q3 | $3.51M | Sell |
23,179
-22,519
| -49% | -$3.41M | 0.85% | 56 |
|
|
2021
Q2 | $6.43M | Buy |
45,698
+147
| +0.3% | +$20.7K | 1.57% | 20 |
|
|
2021
Q1 | $5.55M | Buy |
45,551
+2,553
| +6% | +$311K | 1.53% | 23 |
|
|
2020
Q4 | $5.03M | Buy |
42,998
+79
| +0.2% | +$9.24K | 1.53% | 24 |
|
|
2020
Q3 | $4.92M | Buy |
42,919
+61
| +0.1% | +$7K | 1.64% | 21 |
|
|
2020
Q2 | $4.6M | Buy |
42,858
+115
| +0.3% | +$12.3K | 1.65% | 24 |
|
|
2020
Q1 | $3.7M | Sell |
42,743
-1,391
| -3% | -$120K | 1.76% | 20 |
|
|
2019
Q4 | $4.92M | Sell |
44,134
-1,622
| -4% | -$181K | 1.4% | 27 |
|
|
2019
Q3 | $4.58M | Sell |
45,756
-1,512
| -3% | -$151K | 1.36% | 31 |
|
|
2019
Q2 | $4.72M | Buy |
47,268
+445
| +1% | +$44.4K | 1.3% | 36 |
|
|
2019
Q1 | $4.4M | Sell |
46,823
-387
| -0.8% | -$36.3K | 1.2% | 38 |
|
|
2018
Q4 | $3.77M | Buy |
47,210
+371
| +0.8% | +$29.6K | 1.34% | 34 |
|
|
2018
Q3 | $3.88M | Sell |
46,839
-47
| -0.1% | -$3.89K | 1.04% | 45 |
|
|
2018
Q2 | $3.84M | Buy |
46,886
+4,378
| +10% | +$359K | 1.1% | 38 |
|
|
2018
Q1 | $3.51M | Sell |
42,508
-91
| -0.2% | -$7.52K | 1.1% | 36 |
|
|
2017
Q4 | $3.47M | Buy |
+42,599
| New | +$3.47M | 0.91% | 48 |
|