SEC
Seven Eight Capital’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,053
| Closed | -$6.93M | – | 386 |
|
|
2024
Q3 | $6.93M | Buy |
31,053
+11,897
| +62% | +$2.65M | 0.62% | 11 |
|
|
2024
Q2 | $4.04M | Buy |
+19,156
| New | +$4.04M | 0.42% | 38 |
|
|
2021
Q4 | – | Sell |
-2,594
| Closed | -$393K | – | 598 |
|
|
2021
Q3 | $393K | Buy |
+2,594
| New | +$393K | 0.04% | 468 |
|
|
2020
Q2 | – | Sell |
-22,900
| Closed | -$1.98M | – | 485 |
|
|
2020
Q1 | $1.98M | Buy |
+22,900
| New | +$1.98M | 0.51% | 51 |
|
|
2019
Q3 | – | Sell |
-57,760
| Closed | -$5.76M | – | 680 |
|
|
2019
Q2 | $5.76M | Buy |
+57,760
| New | +$5.76M | 0.3% | 104 |
|
|
2018
Q1 | – | Sell |
-38,360
| Closed | -$3.12M | – | 471 |
|
|
2017
Q4 | $3.12M | Buy |
+38,360
| New | +$3.12M | 0.32% | 110 |
|
|
2017
Q3 | – | Sell |
-54,360
| Closed | -$4.24M | – | 544 |
|
|
2017
Q2 | $4.24M | Buy |
54,360
+25,400
| +88% | +$1.98M | 0.61% | 41 |
|
|
2017
Q1 | $2.14M | Sell |
28,960
-44,800
| -61% | -$3.31M | 0.41% | 75 |
|
|
2016
Q4 | $4.99M | Buy |
73,760
+33,200
| +82% | +$2.24M | 1% | 3 |
|
|
2016
Q3 | $2.73M | Buy |
+40,560
| New | +$2.73M | 0.8% | 25 |
|
|
2015
Q4 | – | Sell |
-2,460
| Closed | -$128K | – | 627 |
|
|
2015
Q3 | $128K | Sell |
2,460
-9,700
| -80% | -$505K | 0.11% | 247 |
|
|
2015
Q2 | $689K | Buy |
+12,160
| New | +$689K | 0.81% | 12 |
|
|
2014
Q3 | – | Sell |
-800
| Closed | -$41K | – | 620 |
|
|
2014
Q2 | $41K | Buy |
+800
| New | +$41K | 0.04% | 397 |
|
|
2014
Q1 | – | Sell |
-2,600
| Closed | -$126K | – | 416 |
|
|
2013
Q4 | $126K | Buy |
+2,600
| New | +$126K | 0.14% | 227 |
|