Pegasus Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.4M | Sell |
6,269
-1,967
| -24% | -$439K | 0.13% | 49 |
|
|
2024
Q2 | $1.74M | Sell |
8,236
-4,185
| -34% | -$882K | 0.18% | 45 |
|
|
2024
Q1 | $2.56M | Buy |
12,421
+389
| +3% | +$80.1K | 0.27% | 41 |
|
|
2023
Q4 | $2.28M | Sell |
12,032
-776
| -6% | -$147K | 0.27% | 42 |
|
|
2023
Q3 | $2.44M | Buy |
12,808
+331
| +3% | +$63K | 0.34% | 39 |
|
|
2023
Q2 | $2.35M | Sell |
12,477
-2
| -0% | -$376 | 0.35% | 36 |
|
|
2023
Q1 | $2.08M | Buy |
12,479
+1,684
| +16% | +$280K | 0.33% | 40 |
|
|
2022
Q4 | $1.79M | Buy |
10,795
+2,103
| +24% | +$348K | 0.29% | 44 |
|
|
2022
Q3 | $1.3M | Sell |
8,692
-108
| -1% | -$16.1K | 0.27% | 49 |
|
|
2022
Q2 | $1.37M | Buy |
8,800
+2,805
| +47% | +$435K | 0.28% | 49 |
|
|
2022
Q1 | $1.02M | Buy |
5,995
+162
| +3% | +$27.6K | 0.18% | 60 |
|
|
2021
Q4 | $1.01M | Buy |
5,833
+618
| +12% | +$107K | 0.18% | 57 |
|
|
2021
Q3 | $790K | Sell |
5,215
-427
| -8% | -$64.7K | 0.14% | 69 |
|
|
2021
Q2 | $794K | Buy |
+5,642
| New | +$794K | 0.15% | 76 |
|