Oakbrook Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,650
| Closed | -$1.57M | – | 613 |
|
|
2019
Q3 | $1.57M | Buy |
+15,650
| New | +$1.57M | 0.1% | 146 |
|
|
2018
Q1 | – | Sell |
-23,380
| Closed | -$1.9M | – | 603 |
|
|
2017
Q4 | $1.9M | Buy |
23,380
+780
| +3% | +$63.5K | 0.12% | 129 |
|
|
2017
Q3 | $1.89M | Sell |
22,600
-19,100
| -46% | -$1.6M | 0.12% | 139 |
|
|
2017
Q2 | $3.25M | Sell |
41,700
-3,450
| -8% | -$269K | 0.22% | 87 |
|
|
2017
Q1 | $3.34M | Sell |
45,150
-1,400
| -3% | -$103K | 0.22% | 84 |
|
|
2016
Q4 | $3.15M | Sell |
46,550
-13,000
| -22% | -$879K | 0.21% | 88 |
|
|
2016
Q3 | $4.01M | Buy |
59,550
+26,350
| +79% | +$1.77M | 0.24% | 76 |
|
|
2016
Q2 | $2.27M | Buy |
+33,200
| New | +$2.27M | 0.13% | 153 |
|
|
2016
Q1 | – | Sell |
-31,440
| Closed | -$1.74M | – | 554 |
|
|
2015
Q4 | $1.74M | Sell |
31,440
-2,260
| -7% | -$125K | 0.11% | 159 |
|
|
2015
Q3 | $1.76M | Sell |
33,700
-300
| -0.9% | -$15.7K | 0.12% | 162 |
|
|
2015
Q2 | $1.93M | Sell |
34,000
-6,000
| -15% | -$340K | 0.12% | 160 |
|
|
2015
Q1 | $2.24M | Buy |
+40,000
| New | +$2.24M | 0.12% | 169 |
|
|
2014
Q3 | – | Sell |
-178,160
| Closed | -$9.23M | – | 575 |
|
|
2014
Q2 | $9.23M | Buy |
178,160
+700
| +0.4% | +$36.3K | 0.28% | 96 |
|
|
2014
Q1 | $8.75M | Sell |
177,460
-30,567
| -15% | -$1.51M | 0.28% | 83 |
|
|
2013
Q4 | $10.1M | Sell |
208,027
-10,900
| -5% | -$527K | 0.28% | 91 |
|
|
2013
Q3 | $9.53M | Sell |
218,927
-11,050
| -5% | -$481K | 0.28% | 91 |
|
|
2013
Q2 | $9.18M | Buy |
+229,977
| New | +$9.18M | 0.27% | 102 |
|