PWAG
Polaris Wealth Advisory Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-107,086
| Closed | -$12.1M | – | 156 |
|
|
2019
Q4 | $12.1M | Sell |
107,086
-21,427
| -17% | -$2.42M | 0.81% | 47 |
|
|
2019
Q3 | $12.3M | Sell |
128,513
-3,877
| -3% | -$373K | 1.01% | 34 |
|
|
2019
Q2 | $13.3M | Sell |
132,390
-4,337
| -3% | -$437K | 1.01% | 39 |
|
|
2019
Q1 | $13M | Sell |
136,727
-12,524
| -8% | -$1.19M | 0.97% | 44 |
|
|
2018
Q4 | $11.9M | Sell |
149,251
-4,217
| -3% | -$336K | 1.12% | 39 |
|
|
2018
Q3 | $12.7M | Buy |
153,468
+14,261
| +10% | +$1.18M | 0.88% | 53 |
|
|
2018
Q2 | $11.5M | Hold |
139,207
| – | – | 0.97% | 48 |
|
|
2018
Q1 | $11.5M | Buy |
139,207
+18,465
| +15% | +$1.53M | 0.94% | 48 |
|
|
2017
Q4 | $9.83M | Buy |
120,742
+9,123
| +8% | +$743K | 0.81% | 53 |
|
|
2017
Q3 | $9.36M | Buy |
111,619
+3,129
| +3% | +$262K | 0.82% | 53 |
|
|
2017
Q2 | $8.46M | Buy |
108,490
+2,950
| +3% | +$230K | 0.96% | 44 |
|
|
2017
Q1 | $7.8M | Buy |
105,540
+7,019
| +7% | +$519K | 0.85% | 51 |
|
|
2016
Q4 | $6.66M | Buy |
98,521
+7,187
| +8% | +$486K | 0.77% | 51 |
|
|
2016
Q3 | $6.14M | Buy |
+91,334
| New | +$6.14M | 0.73% | 50 |
|