Pineno Levin & Ford Asset Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $335K | Hold |
1,926
| – | – | 0.1% | 100 |
|
|
2021
Q3 | $292K | Hold |
1,926
| – | – | 0.09% | 97 |
|
|
2021
Q2 | $271K | Hold |
1,926
| – | – | 0.09% | 101 |
|
|
2021
Q1 | $235K | Hold |
1,926
| – | – | 0.08% | 101 |
|
|
2020
Q4 | $225K | Hold |
1,926
| – | – | 0.08% | 99 |
|
|
2020
Q3 | $221K | Hold |
1,926
| – | – | 0.09% | 94 |
|
|
2020
Q2 | $207K | Buy |
+1,926
| New | +$207K | 0.09% | 95 |
|
|
2020
Q1 | – | Sell |
-1,926
| Closed | -$215K | – | 94 |
|
|
2019
Q4 | $215K | Sell |
1,926
-1,196
| -38% | -$134K | 0.08% | 98 |
|
|
2019
Q3 | $312K | Hold |
3,122
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $311K | Hold |
3,122
| – | – | 0.12% | 86 |
|
|
2019
Q1 | $293K | Hold |
3,122
| – | – | 0.12% | 84 |
|
|
2018
Q4 | $249K | Hold |
3,122
| – | – | 0.11% | 90 |
|
|
2018
Q3 | $258K | Hold |
3,122
| – | – | 0.1% | 94 |
|
|
2018
Q2 | $256K | Hold |
3,122
| – | – | 0.11% | 93 |
|
|
2018
Q1 | $258K | Hold |
3,122
| – | – | 0.11% | 91 |
|
|
2017
Q4 | $254K | Buy |
+3,122
| New | +$254K | 0.11% | 93 |
|