Patriot Financial Group Insurance Agency’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-435
| Closed | -$68K | – | 1335 |
|
|
2022
Q2 | $68K | Buy |
435
+10
| +2% | +$1.56K | 0.01% | 639 |
|
|
2022
Q1 | $72K | Buy |
425
+1
| +0.2% | +$169 | 0.01% | 677 |
|
|
2021
Q4 | $74K | Hold |
424
| – | – | 0.01% | 743 |
|
|
2021
Q3 | $64K | Buy |
424
+1
| +0.2% | +$151 | 0.01% | 784 |
|
|
2021
Q2 | $60K | Buy |
423
+160
| +61% | +$22.7K | 0.01% | 783 |
|
|
2021
Q1 | $32K | Buy |
263
+12
| +5% | +$1.46K | 0.01% | 932 |
|
|
2020
Q4 | $29K | Sell |
251
-20
| -7% | -$2.31K | 0.01% | 863 |
|
|
2020
Q3 | $31K | Buy |
271
+6
| +2% | +$686 | 0.01% | 664 |
|
|
2020
Q2 | $28K | Buy |
265
+57
| +27% | +$6.02K | 0.01% | 662 |
|
|
2020
Q1 | $18K | Buy |
+208
| New | +$18K | 0.01% | 691 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1403 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1411 |
|
|
2018
Q4 | – | Sell |
-67
| Closed | -$6K | – | 1163 |
|
|
2018
Q3 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 710 |
|
|
2018
Q2 | – | Sell |
-23
| Closed | -$2K | – | 799 |
|
|
2018
Q1 | $2K | Sell |
23
-126
| -85% | -$11K | ﹤0.01% | 875 |
|
|
2017
Q4 | $12K | Hold |
149
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $12K | Hold |
149
| – | – | 0.01% | 516 |
|
|
2017
Q2 | $12K | Buy |
+149
| New | +$12K | 0.01% | 494 |
|