Prio Wealth Limited Partnership’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27.9M | Sell |
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|
2024
Q2 | $26.8M | Sell |
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|
2024
Q1 | $28.8M | Buy |
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|
2023
Q4 | $23.6M | Buy |
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|
2023
Q3 | $23.6M | Sell |
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|
2023
Q2 | $23.8M | Buy |
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|
2023
Q1 | $21M | Sell |
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|
2022
Q4 | $20.8M | Buy |
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|
2022
Q3 | $18.7M | Buy |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $1.54M | Hold |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $2.28M | Buy |
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|
2019
Q2 | $1.39M | Hold |
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|
2019
Q1 | $1.3M | Hold |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.15M | Hold |
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|
2017
Q4 | $1.13M | Hold |
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|
2017
Q3 | $1.16M | Hold |
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|
2017
Q2 | $1.08M | Hold |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $966K | Hold |
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|
2016
Q3 | $961K | Hold |
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|
2016
Q2 | $978K | Hold |
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|
2016
Q1 | $869K | Buy |
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|
2015
Q4 | $770K | Hold |
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|
2015
Q3 | $725K | Hold |
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|
2015
Q2 | $788K | Hold |
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|
2015
Q1 | $779K | Hold |
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|
2014
Q4 | $795K | Hold |
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|
2014
Q3 | $727K | Sell |
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|
2014
Q2 | $785K | Sell |
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|
2014
Q1 | $756K | Sell |
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|
2013
Q4 | $812K | Hold |
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|
2013
Q3 | $731K | Hold |
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|
2013
Q2 | $670K | Buy |
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