Personal Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Sell |
3,257
-338
| -9% | -$55.9K | ﹤0.01% | 292 |
|
|
2022
Q3 | $537K | Sell |
3,595
-23
| -0.6% | -$3.44K | ﹤0.01% | 279 |
|
|
2022
Q2 | $562K | Buy |
3,618
+56
| +2% | +$8.7K | ﹤0.01% | 270 |
|
|
2022
Q1 | $607K | Sell |
3,562
-309
| -8% | -$52.7K | ﹤0.01% | 290 |
|
|
2021
Q4 | $672K | Buy |
3,871
+472
| +14% | +$81.9K | ﹤0.01% | 290 |
|
|
2021
Q3 | $515K | Buy |
3,399
+46
| +1% | +$6.97K | ﹤0.01% | 307 |
|
|
2021
Q2 | $472K | Buy |
3,353
+878
| +35% | +$124K | ﹤0.01% | 317 |
|
|
2021
Q1 | $301K | Sell |
2,475
-429
| -15% | -$52.2K | ﹤0.01% | 384 |
|
|
2020
Q4 | $340K | Buy |
2,904
+1,125
| +63% | +$132K | ﹤0.01% | 361 |
|
|
2020
Q3 | $204K | Sell |
1,779
-143
| -7% | -$16.4K | ﹤0.01% | 398 |
|
|
2020
Q2 | $206K | Buy |
+1,922
| New | +$206K | ﹤0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-2,272
| Closed | -$253K | – | 385 |
|
|
2019
Q4 | $253K | Sell |
2,272
-43
| -2% | -$4.79K | ﹤0.01% | 355 |
|
|
2019
Q3 | $231K | Buy |
2,315
+103
| +5% | +$10.3K | ﹤0.01% | 328 |
|
|
2019
Q2 | $221K | Buy |
+2,212
| New | +$221K | ﹤0.01% | 302 |
|