Quantum Capital Management (California)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $887K | Buy |
7,740
+187
| +2% | +$21.4K | 0.99% | 28 |
|
|
2020
Q2 | $811K | Buy |
+7,553
| New | +$811K | 0.47% | 57 |
|
|
2015
Q2 | – | Sell |
-58,235
| Closed | -$3.19M | – | 172 |
|
|
2015
Q1 | $3.19M | Buy |
58,235
+10,819
| +23% | +$592K | 0.7% | 50 |
|
|
2014
Q4 | $2.71M | Sell |
47,416
-35,020
| -42% | -$2M | 0.62% | 46 |
|
|
2014
Q3 | $4.32M | Sell |
82,436
-15,223
| -16% | -$797K | 0.85% | 49 |
|
|
2014
Q2 | $5.06M | Buy |
97,659
+888
| +0.9% | +$46K | 0.87% | 46 |
|
|
2014
Q1 | $4.77M | Buy |
96,771
+75,219
| +349% | +$3.71M | 0.78% | 50 |
|
|
2013
Q4 | $1.04M | Buy |
21,552
+27
| +0.1% | +$1.31K | 0.18% | 104 |
|
|
2013
Q3 | $937K | Sell |
21,525
-321
| -1% | -$14K | 0.18% | 103 |
|
|
2013
Q2 | $872K | Buy |
+21,846
| New | +$872K | 0.18% | 104 |
|