Schubert & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-51
| Closed | -$8.5K | – | 928 |
|
|
2023
Q1 | $8.5K | Buy |
51
+2
| +4% | +$333 | 0.01% | 255 |
|
|
2022
Q4 | $8.11K | Sell |
49
-8
| -14% | -$1.32K | 0.01% | 264 |
|
|
2022
Q3 | $9K | Buy |
57
+13
| +30% | +$2.05K | 0.01% | 213 |
|
|
2022
Q2 | $7K | Buy |
44
+22
| +100% | +$3.5K | 0.01% | 249 |
|
|
2022
Q1 | $4K | Buy |
22
+3
| +16% | +$545 | ﹤0.01% | 215 |
|
|
2021
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 238 |
|