Okabena Investment Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36
| Closed | -$6K | – | 204 |
|
|
2023
Q1 | $6K | Buy |
36
+22
| +157% | +$3.66K | ﹤0.01% | 121 |
|
|
2022
Q4 | $2.32K | Buy |
+14
| New | +$2.32K | ﹤0.01% | 182 |
|
|
2022
Q3 | – | Sell |
-303
| Closed | -$47K | – | 183 |
|
|
2022
Q2 | $47K | Hold |
303
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $52K | Hold |
303
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $53K | Buy |
+303
| New | +$53K | 0.02% | 151 |
|