PFS Investments’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 | $1.2M | Buy |
6,403
+1,089
| +20% | +$205K | 0.02% | 361 |
|
|
2023
Q1 | $900K | Buy |
5,314
+1,413
| +36% | +$239K | 0.02% | 367 |
|
|
2022
Q4 | $646K | Buy |
3,901
+2,103
| +117% | +$348K | 0.01% | 360 |
|
|
2022
Q3 | $268 | Buy |
1,798
+164
| +10% | +$24 | ﹤0.01% | 383 |
|
|
2022
Q2 | $254K | Buy |
+1,634
| New | +$254K | 0.01% | 389 |
|