Sonora Investment Management’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 | $31K | Buy |
205
+53
| +35% | +$8.02K | ﹤0.01% | 519 |
|
|
2021
Q2 | $21K | Hold |
152
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $18K | Sell |
152
-11
| -7% | -$1.3K | ﹤0.01% | 1026 |
|
|
2020
Q4 | $19K | Buy |
163
+11
| +7% | +$1.28K | ﹤0.01% | 952 |
|
|
2020
Q3 | $17K | Sell |
152
-3
| -2% | -$336 | ﹤0.01% | 971 |
|
|
2020
Q2 | $17K | Buy |
155
+3
| +2% | +$329 | ﹤0.01% | 856 |
|
|
2020
Q1 | $13K | Hold |
152
| – | – | ﹤0.01% | 918 |
|
|
2019
Q4 | $17K | Hold |
152
| – | – | ﹤0.01% | 947 |
|
|
2019
Q3 | $15K | Hold |
152
| – | – | ﹤0.01% | 995 |
|
|
2019
Q2 | $15K | Buy |
152
+73
| +92% | +$7.2K | ﹤0.01% | 991 |
|
|
2019
Q1 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 1164 |
|
|
2018
Q3 | – | Sell |
-48
| Closed | -$4K | – | 1241 |
|
|
2018
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 991 |
|
|
2018
Q1 | $3.96K | Hold |
48
| – | – | ﹤0.01% | 979 |
|
|
2017
Q4 | $3.91K | Buy |
+48
| New | +$3.91K | ﹤0.01% | 984 |
|
|
2015
Q4 | – | Sell |
-85
| Closed | -$4K | – | 1010 |
|
|
2015
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 816 |
|