Roosevelt Investment Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.39M | Hold |
9,279
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $1.44M | Sell |
9,279
-879
| -9% | -$137K | 0.1% | 101 |
|
|
2022
Q1 | $1.73M | Hold |
10,158
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $1.77M | Hold |
10,158
| – | – | 0.1% | 101 |
|
|
2021
Q3 | $1.54M | Buy |
10,158
+564
| +6% | +$85.4K | 0.1% | 103 |
|
|
2021
Q2 | $1.35M | Buy |
9,594
+305
| +3% | +$42.9K | 0.08% | 112 |
|
|
2021
Q1 | $1.13M | Buy |
9,289
+89
| +1% | +$10.8K | 0.07% | 122 |
|
|
2020
Q4 | $1.08M | Hold |
9,200
| – | – | 0.08% | 113 |
|
|
2020
Q3 | $1.06M | Buy |
+9,200
| New | +$1.06M | 0.09% | 104 |
|
|
2016
Q1 | – | Sell |
-10,075
| Closed | -$559K | – | 195 |
|
|
2015
Q4 | $559K | Sell |
10,075
-1,200
| -11% | -$66.6K | 0.04% | 162 |
|
|
2015
Q3 | $589K | Sell |
11,275
-1,300
| -10% | -$67.9K | 0.04% | 165 |
|
|
2015
Q2 | $713K | Sell |
12,575
-3,754
| -23% | -$213K | 0.04% | 161 |
|
|
2015
Q1 | $916K | Sell |
16,329
-3,000
| -16% | -$168K | 0.05% | 141 |
|
|
2014
Q4 | $1.11M | Sell |
19,329
-2,333
| -11% | -$133K | 0.06% | 135 |
|
|
2014
Q3 | $1.13M | Sell |
21,662
-150
| -0.7% | -$7.85K | 0.06% | 133 |
|
|
2014
Q2 | $1.13M | Sell |
21,812
-2,132
| -9% | -$110K | 0.05% | 131 |
|
|
2014
Q1 | $1.18M | Sell |
23,944
-3,850
| -14% | -$190K | 0.05% | 128 |
|
|
2013
Q4 | $1.34M | Buy |
27,794
+350
| +1% | +$16.9K | 0.06% | 129 |
|
|
2013
Q3 | $1.2M | Sell |
27,444
-91
| -0.3% | -$3.96K | 0.05% | 135 |
|
|
2013
Q2 | $1.1M | Buy |
+27,535
| New | +$1.1M | 0.05% | 142 |
|