Private Ocean’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,956
| Closed | -$560K | – | 517 |
|
|
2023
Q4 | $560K | Buy |
+2,956
| New | +$560K | 0.06% | 83 |
|
|
2023
Q1 | – | Sell |
-61
| Closed | -$10.1K | – | 642 |
|
|
2022
Q4 | $10.1K | Buy |
+61
| New | +$10.1K | ﹤0.01% | 373 |
|
|
2019
Q4 | – | Sell |
-941
| Closed | -$95K | – | 577 |
|
|
2019
Q3 | $95K | Hold |
941
| – | – | 0.02% | 155 |
|
|
2019
Q2 | $93K | Buy |
941
+785
| +503% | +$77.6K | 0.02% | 146 |
|
|
2019
Q1 | $15K | Buy |
+156
| New | +$15K | ﹤0.01% | 295 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$8K | – | 430 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 156 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | 0.01% | 148 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 150 |
|
|
2016
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 160 |
|