Pine Valley Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $421K | Sell |
1,980
-4
| -0.2% | -$850 | 0.03% | 340 |
|
|
2024
Q3 | $443K | Sell |
1,984
-159
| -7% | -$35.5K | 0.03% | 323 |
|
|
2024
Q2 | $452K | Sell |
2,143
-119
| -5% | -$25.1K | 0.03% | 304 |
|
|
2024
Q1 | $466K | Sell |
2,262
-192
| -8% | -$39.6K | 0.03% | 299 |
|
|
2023
Q4 | $465K | Sell |
2,454
-84
| -3% | -$15.9K | 0.03% | 294 |
|
|
2023
Q3 | $483K | Sell |
2,538
-60
| -2% | -$11.4K | 0.04% | 277 |
|
|
2023
Q2 | $489K | Buy |
2,598
+1
| +0% | +$188 | 0.05% | 247 |
|
|
2023
Q1 | $453K | Buy |
+2,597
| New | +$453K | 0.07% | 179 |
|