Stokes Family Office’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,307
| Closed | -$1.2M | – | 292 |
|
|
2023
Q3 | $1.2M | Buy |
6,307
+446
| +8% | +$84.9K | 0.14% | 118 |
|
|
2023
Q2 | $1.1M | Buy |
5,861
+1,839
| +46% | +$346K | 0.13% | 118 |
|
|
2023
Q1 | $670K | Sell |
4,022
-954
| -19% | -$159K | 0.08% | 143 |
|
|
2022
Q4 | $823K | Buy |
4,976
+305
| +7% | +$50.5K | 0.11% | 122 |
|
|
2022
Q3 | $697K | Buy |
4,671
+356
| +8% | +$53.1K | 0.1% | 127 |
|
|
2022
Q2 | $670K | Buy |
4,315
+407
| +10% | +$63.2K | 0.09% | 136 |
|
|
2022
Q1 | $666K | Sell |
3,908
-463
| -11% | -$78.9K | 0.09% | 139 |
|
|
2021
Q4 | $760K | Buy |
4,371
+768
| +21% | +$134K | 0.09% | 124 |
|
|
2021
Q3 | $546K | Buy |
3,603
+1,569
| +77% | +$238K | 0.08% | 138 |
|
|
2021
Q2 | $286K | Buy |
+2,034
| New | +$286K | 0.04% | 180 |
|