Smith Group Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $28K | Sell |
162
-10
| -6% | -$1.73K | ﹤0.01% | 218 |
|
|
2021
Q4 | $30K | Buy |
172
+114
| +197% | +$19.9K | ﹤0.01% | 220 |
|
|
2021
Q3 | $9K | Buy |
58
+4
| +7% | +$621 | ﹤0.01% | 306 |
|
|
2021
Q2 | $8K | Sell |
54
-12
| -18% | -$1.78K | ﹤0.01% | 316 |
|
|
2021
Q1 | $8K | Buy |
66
+6
| +10% | +$727 | ﹤0.01% | 282 |
|
|
2020
Q4 | $7K | Sell |
60
-30
| -33% | -$3.5K | ﹤0.01% | 299 |
|
|
2020
Q3 | $10K | Buy |
90
+10
| +13% | +$1.11K | ﹤0.01% | 275 |
|
|
2020
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $9K | Sell |
80
-10
| -11% | -$1.13K | ﹤0.01% | 347 |
|
|
2019
Q3 | $9K | Buy |
90
+20
| +29% | +$2K | ﹤0.01% | 353 |
|
|
2019
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $7K | Sell |
70
-20
| -22% | -$2K | ﹤0.01% | 406 |
|
|
2018
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 400 |
|
|
2018
Q3 | $7K | Sell |
90
-20
| -18% | -$1.56K | ﹤0.01% | 410 |
|
|
2018
Q2 | $9K | Sell |
110
-10
| -8% | -$818 | ﹤0.01% | 405 |
|
|
2018
Q1 | $10K | Hold |
120
| – | – | ﹤0.01% | 417 |
|
|
2017
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 421 |
|
|
2017
Q3 | $10K | Sell |
120
-30
| -20% | -$2.5K | ﹤0.01% | 429 |
|
|
2017
Q2 | $12K | Sell |
150
-60
| -29% | -$4.8K | ﹤0.01% | 423 |
|
|
2017
Q1 | $15K | Buy |
210
+60
| +40% | +$4.29K | ﹤0.01% | 396 |
|
|
2016
Q4 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 417 |
|