Next Financial Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $190K | Buy |
1,094
+591
| +117% | +$103K | 0.01% | 917 |
|
|
2021
Q3 | $76K | Buy |
503
+324
| +181% | +$49K | 0.01% | 1238 |
|
|
2021
Q2 | $26K | Sell |
179
-6
| -3% | -$872 | ﹤0.01% | 1655 |
|
|
2021
Q1 | $23K | Buy |
185
+1
| +0.5% | +$124 | ﹤0.01% | 1590 |
|
|
2020
Q4 | $22K | Buy |
184
+103
| +127% | +$12.3K | ﹤0.01% | 1512 |
|
|
2020
Q3 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 1663 |
|
|
2020
Q2 | – | Sell |
-792
| Closed | -$68K | – | 1383 |
|
|
2020
Q1 | $68K | Buy |
792
+676
| +583% | +$58K | 0.01% | 884 |
|
|
2019
Q4 | $13K | Sell |
116
-10
| -8% | -$1.12K | ﹤0.01% | 1679 |
|
|
2019
Q3 | $13K | Buy |
126
+20
| +19% | +$2.06K | ﹤0.01% | 1612 |
|
|
2019
Q2 | $11K | Sell |
106
-457
| -81% | -$47.4K | ﹤0.01% | 1656 |
|
|
2019
Q1 | $53K | Buy |
563
+245
| +77% | +$23.1K | 0.01% | 714 |
|
|
2018
Q4 | $25K | Sell |
318
-528
| -62% | -$41.5K | 0.01% | 1023 |
|
|
2018
Q3 | $70K | Buy |
+846
| New | +$70K | 0.03% | 464 |
|
|
2017
Q4 | – | Sell |
-836
| Closed | -$70K | – | 950 |
|
|
2017
Q3 | $70K | Buy |
836
+806
| +2,687% | +$67.5K | 0.02% | 601 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1739 |
|
|
2017
Q1 | $2K | Sell |
30
-828
| -97% | -$55.2K | ﹤0.01% | 1710 |
|
|
2016
Q4 | $58K | Sell |
858
-17
| -2% | -$1.15K | 0.01% | 897 |
|
|
2016
Q3 | $59K | Buy |
875
+844
| +2,723% | +$56.9K | 0.01% | 878 |
|
|
2016
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 1596 |
|
|
2016
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 1645 |
|
|
2015
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 1695 |
|
|
2015
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1728 |
|
|
2015
Q2 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 1772 |
|
|
2015
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1780 |
|
|
2014
Q4 | $2K | Sell |
30
-704
| -96% | -$46.9K | ﹤0.01% | 1728 |
|
|
2014
Q3 | $38K | Buy |
+734
| New | +$38K | 0.01% | 1085 |
|