SRB Corp’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,401
| Closed | -$701K | – | 62 |
|
|
2024
Q1 | $701K | Buy |
+3,401
| New | +$701K | 0.04% | 61 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$470K | – | 107 |
|
|
2023
Q2 | $470K | Buy |
2,500
+300
| +14% | +$56.4K | 0.03% | 38 |
|
|
2023
Q1 | $366K | Sell |
2,200
-533
| -20% | -$88.8K | 0.02% | 45 |
|
|
2022
Q4 | $452K | Buy |
2,733
+201
| +8% | +$33.2K | 0.03% | 54 |
|
|
2022
Q3 | $378K | Sell |
2,532
-7,389
| -74% | -$1.1M | 0.03% | 66 |
|
|
2022
Q2 | $1.54M | Buy |
9,921
+1,669
| +20% | +$259K | 0.1% | 25 |
|
|
2022
Q1 | $1.41M | Hold |
8,252
| – | – | 0.08% | 59 |
|
|
2021
Q4 | $1.44M | Sell |
8,252
-2,710
| -25% | -$471K | 0.07% | 53 |
|
|
2021
Q3 | $1.66M | Sell |
10,962
-2,996
| -21% | -$454K | 0.1% | 30 |
|
|
2021
Q2 | $1.96M | Buy |
13,958
+1,520
| +12% | +$214K | 0.13% | 29 |
|
|
2021
Q1 | $1.52M | Buy |
12,438
+5,569
| +81% | +$678K | 0.1% | 65 |
|
|
2020
Q4 | $804K | Buy |
+6,869
| New | +$804K | 0.06% | 83 |
|
|
2018
Q1 | – | Sell |
-2,277
| Closed | -$185K | – | 185 |
|
|
2017
Q4 | $185K | Hold |
2,277
| – | – | 0.02% | 160 |
|
|
2017
Q3 | $191K | Sell |
2,277
-190
| -8% | -$15.9K | 0.03% | 57 |
|
|
2017
Q2 | $192K | Hold |
2,467
| – | – | 0.03% | 63 |
|
|
2017
Q1 | $182K | Hold |
2,467
| – | – | 0.03% | 62 |
|
|
2016
Q4 | $167K | Buy |
2,467
+127
| +5% | +$8.6K | 0.02% | 138 |
|
|
2016
Q3 | $157K | Buy |
2,340
+149
| +7% | +$10K | 0.02% | 91 |
|
|
2016
Q2 | $150K | Sell |
2,191
-228
| -9% | -$15.6K | 0.02% | 43 |
|
|
2016
Q1 | $147K | Sell |
2,419
-187
| -7% | -$11.4K | 0.02% | 118 |
|
|
2015
Q4 | $145K | Sell |
2,606
-218
| -8% | -$12.1K | 0.02% | 51 |
|
|
2015
Q3 | $147K | Buy |
2,824
+357
| +14% | +$18.6K | 0.02% | 113 |
|
|
2015
Q2 | $140K | Sell |
2,467
-494
| -17% | -$28K | 0.02% | 103 |
|
|
2015
Q1 | $166K | Buy |
2,961
+292
| +11% | +$16.4K | 0.02% | 90 |
|
|
2014
Q4 | $153K | Hold |
2,669
| – | – | 0.02% | 58 |
|
|
2014
Q3 | $140K | Buy |
+2,669
| New | +$140K | 0.02% | 69 |
|