Roosevelt Investment Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.73M | Hold |
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $1.05M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $559K | Sell |
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|
2015
Q3 | $589K | Sell |
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|
2015
Q2 | $713K | Sell |
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|
2015
Q1 | $916K | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.13M | Sell |
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|
2014
Q2 | $1.13M | Sell |
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|
2014
Q1 | $1.18M | Sell |
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|
2013
Q4 | $1.34M | Buy |
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|
2013
Q3 | $1.2M | Sell |
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|
2013
Q2 | $1.1M | Buy |
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