San Francisco Sentry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $71K | Hold |
504
| – | – | 0.04% | 322 |
|
|
2021
Q1 | $62K | Sell |
504
-250
| -33% | -$30.8K | 0.03% | 353 |
|
|
2020
Q4 | $88K | Hold |
754
| – | – | 0.04% | 289 |
|
|
2020
Q3 | $86K | Hold |
754
| – | – | 0.04% | 275 |
|
|
2020
Q2 | $81K | Sell |
754
-118
| -14% | -$12.7K | 0.04% | 276 |
|
|
2020
Q1 | $76K | Sell |
872
-770
| -47% | -$67.1K | 0.05% | 243 |
|
|
2019
Q4 | $183K | Hold |
1,642
| – | – | 0.08% | 205 |
|
|
2019
Q3 | $165K | Sell |
1,642
-110
| -6% | -$11.1K | 0.08% | 212 |
|
|
2019
Q2 | $175K | Sell |
1,752
-40
| -2% | -$4K | 0.08% | 207 |
|
|
2019
Q1 | $168K | Sell |
1,792
-1,530
| -46% | -$143K | 0.07% | 224 |
|
|
2018
Q4 | $265K | Buy |
3,322
+841
| +34% | +$67.1K | 0.12% | 142 |
|
|
2018
Q3 | $205K | Buy |
2,481
+57
| +2% | +$4.71K | 0.08% | 201 |
|
|
2018
Q2 | $198K | Hold |
2,424
| – | – | 0.08% | 204 |
|
|
2018
Q1 | $200K | Sell |
2,424
-70
| -3% | -$5.78K | 0.06% | 270 |
|
|
2017
Q4 | $203K | Buy |
2,494
+990
| +66% | +$80.6K | 0.06% | 260 |
|
|
2017
Q3 | $126K | Buy |
1,504
+1,475
| +5,086% | +$124K | 0.04% | 307 |
|
|
2017
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 695 |
|