Rockbridge Investment Management’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 |
-320
| Closed | -$60.6K | – | 427 |
|
|
2023
Q4 | $60.6K | Buy |
+320
| New | +$60.6K | 0.01% | 219 |
|
|
2023
Q1 | – | Sell |
-1,551
| Closed | -$257K | – | 112 |
|
|
2022
Q4 | $257K | Hold |
1,551
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $232K | Sell |
1,551
-88
| -5% | -$13.1K | 0.05% | 86 |
|
|
2022
Q2 | $254K | Hold |
1,639
| – | – | 0.06% | 86 |
|
|
2022
Q1 | $281K | Sell |
1,639
-155
| -9% | -$26.6K | 0.04% | 126 |
|
|
2021
Q4 | $312K | Buy |
1,794
+255
| +17% | +$44.3K | 0.05% | 129 |
|
|
2021
Q3 | $233K | Hold |
1,539
| – | – | 0.04% | 133 |
|
|
2021
Q2 | $217K | Hold |
1,539
| – | – | 0.04% | 138 |
|
|
2021
Q1 | $187K | Hold |
1,539
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $180K | Hold |
1,539
| – | – | 0.04% | 142 |
|
|
2020
Q3 | $177K | Buy |
1,539
+1,031
| +203% | +$119K | 0.04% | 133 |
|
|
2020
Q2 | $55K | Buy |
+508
| New | +$55K | 0.01% | 226 |
|