Ropes Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $212K | Buy |
+1,114
| New | +$212K | 0.04% | 244 |
|
|
2021
Q4 | – | Sell |
-6,157
| Closed | -$932K | – | 282 |
|
|
2021
Q3 | $932K | Buy |
6,157
+294
| +5% | +$44.5K | 0.15% | 118 |
|
|
2021
Q2 | $825K | Hold |
5,863
| – | – | 0.13% | 134 |
|
|
2021
Q1 | $790K | Buy |
5,863
+5,000
| +579% | +$674K | 0.14% | 125 |
|
|
2020
Q4 | $101K | Buy |
863
+4
| +0.5% | +$468 | 0.02% | 311 |
|
|
2020
Q3 | $99K | Hold |
859
| – | – | 0.02% | 270 |
|
|
2020
Q2 | $92K | Hold |
859
| – | – | 0.02% | 260 |
|
|
2020
Q1 | $74K | Hold |
859
| – | – | 0.02% | 252 |
|
|
2019
Q4 | $96K | Hold |
859
| – | – | 0.02% | 276 |
|
|
2019
Q3 | $86K | Sell |
859
-48
| -5% | -$4.81K | 0.02% | 288 |
|
|
2019
Q2 | $90K | Hold |
907
| – | – | 0.02% | 284 |
|
|
2019
Q1 | $85K | Sell |
907
-1,593
| -64% | -$149K | 0.02% | 281 |
|
|
2018
Q4 | $199K | Hold |
2,500
| – | – | 0.06% | 205 |
|
|
2018
Q3 | $207K | Hold |
2,500
| – | – | 0.05% | 226 |
|
|
2018
Q2 | $205K | Hold |
2,500
| – | – | 0.06% | 223 |
|
|
2018
Q1 | $206K | Hold |
2,500
| – | – | 0.06% | 214 |
|
|
2017
Q4 | $203K | Buy |
2,500
+2,000
| +400% | +$162K | 0.05% | 213 |
|
|
2017
Q3 | $42K | Hold |
500
| – | – | 0.01% | 349 |
|
|
2017
Q2 | $39K | Hold |
500
| – | – | 0.01% | 353 |
|
|
2017
Q1 | $37K | Hold |
500
| – | – | 0.01% | 359 |
|
|
2016
Q4 | $34K | Buy |
+500
| New | +$34K | 0.01% | 354 |
|