Ronald Blue & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $541K | Sell |
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|
2017
Q1 | $533K | Sell |
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|
2016
Q4 | $574K | Hold |
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|
2016
Q3 | $571K | Hold |
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|
2016
Q2 | $582K | Hold |
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|
2016
Q1 | $517K | Sell |
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|
2015
Q4 | $479K | Sell |
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|
2015
Q3 | $628K | Sell |
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|
2015
Q2 | $1.1M | Sell |
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|
2015
Q1 | $1.09M | Sell |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $904K | Buy |
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|
2014
Q1 | $396K | Buy |
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|
2013
Q4 | $379K | Buy |
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|
2013
Q3 | $332K | Buy |
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|
2013
Q2 | $275K | Buy |
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