Personal Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $672K | Buy |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $221K | Buy |
|