Rational Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-73
| Closed | -$8K | – | 460 |
|
|
2020
Q3 | $8K | Buy |
73
+5
| +7% | +$548 | ﹤0.01% | 313 |
|
|
2020
Q2 | $7K | Sell |
68
-1,490
| -96% | -$153K | ﹤0.01% | 397 |
|
|
2020
Q1 | $135K | Sell |
1,558
-18,151
| -92% | -$1.57M | 0.1% | 137 |
|
|
2019
Q4 | $2.2M | Buy |
19,709
+19,105
| +3,163% | +$2.13M | 1.03% | 14 |
|
|
2019
Q3 | $60K | Sell |
604
-165
| -21% | -$16.4K | 0.02% | 338 |
|
|
2019
Q2 | $77K | Buy |
769
+691
| +886% | +$69.2K | 0.03% | 302 |
|
|
2019
Q1 | $7K | Sell |
78
-942
| -92% | -$84.5K | ﹤0.01% | 441 |
|
|
2018
Q4 | $81K | Buy |
1,020
+916
| +881% | +$72.7K | 0.03% | 246 |
|
|
2018
Q3 | $9K | Sell |
104
-2,691
| -96% | -$233K | ﹤0.01% | 404 |
|
|
2018
Q2 | $229K | Sell |
2,795
-61
| -2% | -$5K | 0.11% | 182 |
|
|
2018
Q1 | $236K | Buy |
2,856
+277
| +11% | +$22.9K | 0.11% | 203 |
|
|
2017
Q4 | $210K | Hold |
2,579
| – | – | 0.11% | 188 |
|
|
2017
Q3 | $216K | Hold |
2,579
| – | – | 0.12% | 202 |
|
|
2017
Q2 | $201K | Hold |
2,579
| – | – | 0.13% | 187 |
|
|
2017
Q1 | $191K | Buy |
2,579
+322
| +14% | +$23.8K | 0.13% | 169 |
|
|
2016
Q4 | $155K | Sell |
2,257
-220
| -9% | -$15.1K | 0.15% | 139 |
|
|
2016
Q3 | $167K | Sell |
2,477
-8,923
| -78% | -$602K | 0.11% | 139 |
|
|
2016
Q2 | $780K | Buy |
+11,400
| New | +$780K | 0.54% | 41 |
|
|
2015
Q3 | $109K | Buy |
2,086
+300
| +17% | +$15.7K | 0.04% | 204 |
|
|
2015
Q2 | $101K | Sell |
1,786
-200
| -10% | -$11.3K | 0.03% | 214 |
|
|
2015
Q1 | $111K | Sell |
1,986
-324
| -14% | -$18.1K | 0.03% | 219 |
|
|
2014
Q4 | $132K | Buy |
+2,310
| New | +$132K | 0.03% | 246 |
|
|
2013
Q4 | $22K | Sell |
465
-31
| -6% | -$1.47K | ﹤0.01% | 726 |
|
|
2013
Q3 | $22K | Hold |
496
| – | – | ﹤0.01% | 744 |
|
|
2013
Q2 | $20K | Buy |
+496
| New | +$20K | ﹤0.01% | 754 |
|