Security National Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $77K | Hold |
545
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $77K | Sell |
545
-135
| -20% | -$19.1K | 0.02% | 243 |
|
|
2021
Q1 | $83K | Sell |
680
-140
| -17% | -$17.1K | 0.02% | 237 |
|
|
2020
Q4 | $96K | Hold |
820
| – | – | 0.02% | 222 |
|
|
2020
Q3 | $94K | Sell |
820
-25
| -3% | -$2.87K | 0.03% | 215 |
|
|
2020
Q2 | $91K | Hold |
845
| – | – | 0.03% | 218 |
|
|
2020
Q1 | $73K | Sell |
845
-35
| -4% | -$3.02K | 0.03% | 220 |
|
|
2019
Q4 | $98K | Sell |
880
-30
| -3% | -$3.34K | 0.03% | 218 |
|
|
2019
Q3 | $91K | Sell |
910
-25
| -3% | -$2.5K | 0.03% | 212 |
|
|
2019
Q2 | $93K | Sell |
935
-187
| -17% | -$18.6K | 0.03% | 214 |
|
|
2019
Q1 | $105K | Hold |
1,122
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $89K | Sell |
1,122
-20
| -2% | -$1.59K | 0.03% | 202 |
|
|
2018
Q3 | $94K | Sell |
1,142
-209
| -15% | -$17.2K | 0.03% | 217 |
|
|
2018
Q2 | $111K | Sell |
1,351
-65
| -5% | -$5.34K | 0.04% | 206 |
|
|
2018
Q1 | $117K | Sell |
1,416
-210
| -13% | -$17.4K | 0.04% | 201 |
|
|
2017
Q4 | $132K | Sell |
1,626
-74
| -4% | -$6.01K | 0.04% | 194 |
|
|
2017
Q3 | $142K | Sell |
1,700
-15
| -0.9% | -$1.25K | 0.05% | 198 |
|
|
2017
Q2 | $134K | Hold |
1,715
| – | – | 0.04% | 206 |
|
|
2017
Q1 | $127K | Sell |
1,715
-30
| -2% | -$2.22K | 0.04% | 210 |
|
|
2016
Q4 | $118K | Hold |
1,745
| – | – | 0.04% | 211 |
|
|
2016
Q3 | $117K | Hold |
1,745
| – | – | 0.04% | 210 |
|
|
2016
Q2 | $119K | Hold |
1,745
| – | – | 0.04% | 204 |
|
|
2016
Q1 | $106K | Hold |
1,745
| – | – | 0.04% | 213 |
|
|
2015
Q4 | $97K | Hold |
1,745
| – | – | 0.04% | 214 |
|
|
2015
Q3 | $91K | Hold |
1,745
| – | – | 0.04% | 220 |
|
|
2015
Q2 | $99K | Hold |
1,745
| – | – | 0.04% | 225 |
|
|
2015
Q1 | $98K | Hold |
1,745
| – | – | 0.03% | 232 |
|
|
2014
Q4 | $100K | Buy |
1,745
+321
| +23% | +$18.4K | 0.04% | 222 |
|
|
2014
Q3 | $75K | Buy |
1,424
+139
| +11% | +$7.32K | 0.03% | 244 |
|
|
2014
Q2 | $67K | Hold |
1,285
| – | – | 0.03% | 256 |
|
|
2014
Q1 | $63K | Sell |
1,285
-285
| -18% | -$14K | 0.03% | 258 |
|
|
2013
Q4 | $76K | Hold |
1,570
| – | – | 0.03% | 242 |
|
|
2013
Q3 | $68K | Hold |
1,570
| – | – | 0.03% | 237 |
|
|
2013
Q2 | $63K | Buy |
+1,570
| New | +$63K | 0.03% | 244 |
|