SS
Simplicity Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.63M | Buy |
29,698
+273
| +0.9% | +$51.7K | 0.15% | 121 |
|
|
2023
Q3 | $5.6M | Sell |
29,425
-4,063
| -12% | -$773K | 0.18% | 109 |
|
|
2023
Q2 | $6.3M | Buy |
33,488
+5,238
| +19% | +$985K | 0.17% | 110 |
|
|
2023
Q1 | $4.71M | Buy |
28,250
+15,375
| +119% | +$2.56M | 0.12% | 151 |
|
|
2022
Q4 | $2.13M | Sell |
12,875
-458
| -3% | -$75.8K | 0.29% | 71 |
|
|
2022
Q3 | $1.99M | Buy |
13,333
+1,568
| +13% | +$234K | 0.29% | 69 |
|
|
2022
Q2 | $1.83M | Buy |
11,765
+3,286
| +39% | +$510K | 0.24% | 100 |
|
|
2022
Q1 | $1.45M | Sell |
8,479
-7,867
| -48% | -$1.34M | 0.18% | 127 |
|
|
2021
Q4 | $2.84M | Buy |
16,346
+9,630
| +143% | +$1.67M | 0.32% | 75 |
|
|
2021
Q3 | $1.02M | Buy |
6,716
+1,084
| +19% | +$164K | 0.16% | 143 |
|
|
2021
Q2 | $792K | Buy |
5,632
+1,331
| +31% | +$187K | 0.16% | 143 |
|
|
2021
Q1 | $524K | Buy |
4,301
+1,662
| +63% | +$202K | 0.12% | 190 |
|
|
2020
Q4 | $309K | Buy |
2,639
+473
| +22% | +$55.4K | ﹤0.01% | 775 |
|
|
2020
Q3 | $248K | Sell |
2,166
-3,097
| -59% | -$355K | ﹤0.01% | 769 |
|
|
2020
Q2 | $565K | Buy |
+5,263
| New | +$565K | 0.01% | 612 |
|
|
2018
Q4 | – | Sell |
-3,740
| Closed | -$309K | – | 731 |
|
|
2018
Q3 | $309K | Sell |
3,740
-384
| -9% | -$31.7K | 0.02% | 368 |
|
|
2018
Q2 | $338K | Sell |
4,124
-11
| -0.3% | -$902 | 0.02% | 327 |
|
|
2018
Q1 | $341K | Sell |
4,135
-443
| -10% | -$36.5K | 0.03% | 258 |
|
|
2017
Q4 | $373K | Buy |
4,578
+374
| +9% | +$30.5K | 0.04% | 257 |
|
|
2017
Q3 | $352K | Buy |
4,204
+253
| +6% | +$21.2K | 0.24% | 127 |
|
|
2017
Q2 | $308K | Buy |
3,951
+530
| +15% | +$41.3K | 0.04% | 312 |
|
|
2017
Q1 | $253K | Sell |
3,421
-200
| -6% | -$14.8K | 0.04% | 325 |
|
|
2016
Q4 | $245K | Sell |
3,621
-33
| -0.9% | -$2.23K | 0.06% | 292 |
|
|
2016
Q3 | $246K | Sell |
3,654
-274
| -7% | -$18.4K | 0.12% | 214 |
|
|
2016
Q2 | $269K | Buy |
3,928
+46
| +1% | +$3.15K | 0.14% | 184 |
|
|
2016
Q1 | $236K | Sell |
3,882
-156,856
| -98% | -$9.54M | 0.14% | 181 |
|
|
2015
Q4 | $8.91M | Buy |
160,738
+156,068
| +3,342% | +$8.65M | 1.05% | 7 |
|
|
2015
Q3 | $244K | Buy |
4,670
+998
| +27% | +$52.1K | 0.26% | 99 |
|
|
2015
Q2 | $208K | Buy |
+3,672
| New | +$208K | 0.2% | 126 |
|