RKL Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,713
| Closed | -$285K | – | 135 |
|
|
2023
Q1 | $285K | Sell |
1,713
-10
| -0.6% | -$1.67K | 0.04% | 116 |
|
|
2022
Q4 | $285K | Hold |
1,723
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $257K | Buy |
1,723
+16
| +0.9% | +$2.39K | 0.04% | 116 |
|
|
2022
Q2 | $265K | Buy |
1,707
+404
| +31% | +$62.7K | 0.04% | 118 |
|
|
2022
Q1 | $222K | Hold |
1,303
| – | – | 0.03% | 135 |
|
|
2021
Q4 | $226K | Sell |
1,303
-900
| -41% | -$156K | 0.03% | 121 |
|
|
2021
Q3 | $334K | Hold |
2,203
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $310K | Sell |
2,203
-500
| -18% | -$70.4K | 0.04% | 109 |
|
|
2021
Q1 | $329K | Hold |
2,703
| – | – | 0.04% | 106 |
|
|
2020
Q4 | $316K | Hold |
2,703
| – | – | 0.04% | 105 |
|
|
2020
Q3 | $310K | Hold |
2,703
| – | – | 0.05% | 101 |
|
|
2020
Q2 | $290K | Sell |
2,703
-928
| -26% | -$99.6K | 0.05% | 99 |
|
|
2020
Q1 | $314K | Sell |
3,631
-1,772
| -33% | -$153K | 0.07% | 97 |
|
|
2019
Q4 | $602K | Hold |
5,403
| – | – | 0.11% | 85 |
|
|
2019
Q3 | $541K | Sell |
5,403
-10
| -0.2% | -$1K | 0.1% | 91 |
|
|
2019
Q2 | $540K | Hold |
5,413
| – | – | 0.1% | 94 |
|
|
2019
Q1 | $509K | Buy |
+5,413
| New | +$509K | 0.1% | 100 |
|