Piedmont Investment Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-48,792
| Closed | -$4.22M | – | 433 |
|
|
2020
Q1 | $4.22M | Buy |
48,792
+6,000
| +14% | +$519K | 0.17% | 127 |
|
|
2019
Q4 | $4.77M | Buy |
42,792
+2,026
| +5% | +$226K | 0.17% | 140 |
|
|
2019
Q3 | $4.08M | Buy |
40,766
+535
| +1% | +$53.5K | 0.16% | 140 |
|
|
2019
Q2 | $4.01M | Buy |
40,231
+14,817
| +58% | +$1.48M | 0.16% | 144 |
|
|
2019
Q1 | $2.39M | Buy |
25,414
+786
| +3% | +$73.8K | 0.1% | 197 |
|
|
2018
Q4 | $1.96M | Buy |
24,628
+2,305
| +10% | +$184K | 0.09% | 192 |
|
|
2018
Q3 | $1.85M | Buy |
22,323
+375
| +2% | +$31K | 0.08% | 220 |
|
|
2018
Q2 | $1.8M | Sell |
21,948
-63,177
| -74% | -$5.18M | 0.09% | 232 |
|
|
2018
Q1 | $7.03M | Sell |
85,125
-34,192
| -29% | -$2.82M | 0.19% | 144 |
|
|
2017
Q4 | $9.71M | Sell |
119,317
-371
| -0.3% | -$30.2K | 0.2% | 139 |
|
|
2017
Q3 | $10M | Buy |
119,688
+514
| +0.4% | +$43.1K | 0.21% | 127 |
|
|
2017
Q2 | $9.29M | Sell |
119,174
-687
| -0.6% | -$53.6K | 0.21% | 133 |
|
|
2017
Q1 | $8.86M | Buy |
119,861
+949
| +0.8% | +$70.1K | 0.18% | 144 |
|
|
2016
Q4 | $8.04M | Buy |
118,912
+2,345
| +2% | +$158K | 0.17% | 154 |
|
|
2016
Q3 | $7.84M | Sell |
116,567
-1,841
| -2% | -$124K | 0.17% | 143 |
|
|
2016
Q2 | $8.11M | Sell |
118,408
-4,148
| -3% | -$284K | 0.17% | 143 |
|
|
2016
Q1 | $7.45M | Buy |
122,556
+1,850
| +2% | +$112K | 0.16% | 146 |
|
|
2015
Q4 | $6.69M | Buy |
120,706
+1,050
| +0.9% | +$58.2K | 0.14% | 157 |
|
|
2015
Q3 | $6.25M | Buy |
119,656
+940
| +0.8% | +$49.1K | 0.14% | 159 |
|
|
2015
Q2 | $6.73M | Buy |
118,716
+116,815
| +6,145% | +$6.62M | 0.14% | 170 |
|
|
2015
Q1 | $107K | Hold |
1,901
| – | – | 0.01% | 147 |
|
|
2014
Q4 | $109K | Hold |
1,901
| – | – | 0.01% | 143 |
|
|
2014
Q3 | $99.5K | Sell |
1,901
-52
| -3% | -$2.72K | 0.01% | 149 |
|
|
2014
Q2 | $101K | Buy |
1,953
+520
| +36% | +$26.9K | 0.01% | 154 |
|
|
2014
Q1 | $70.6K | Hold |
1,433
| – | – | ﹤0.01% | 168 |
|
|
2013
Q4 | $69.3K | Sell |
1,433
-48
| -3% | -$2.32K | ﹤0.01% | 160 |
|
|
2013
Q3 | $64.5K | Buy |
1,481
+1,239
| +512% | +$54K | ﹤0.01% | 163 |
|
|
2013
Q2 | $9.66K | Buy |
+242
| New | +$9.66K | ﹤0.01% | 250 |
|