Sargent Bickham Lagudis’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $88.5K | Hold |
535
| – | – | 0.01% | 356 |
|
2022
Q3 | $80K | Sell |
535
-8
| -1% | -$1.2K | 0.01% | 344 |
|
2022
Q2 | $84K | Buy |
543
+181
| +50% | +$28K | 0.01% | 342 |
|
2022
Q1 | $62K | Hold |
362
| – | – | ﹤0.01% | 411 |
|
2021
Q4 | $63K | Hold |
362
| – | – | ﹤0.01% | 415 |
|
2021
Q3 | $55K | Buy |
362
+159
| +78% | +$24.2K | ﹤0.01% | 428 |
|
2021
Q2 | $29K | Buy |
+203
| New | +$29K | ﹤0.01% | 552 |
|