Stonebridge Capital Advisors’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 |
-138
| Closed | -$26.3K | – | 582 |
|
|
2023
Q3 | $26.3K | Sell |
138
-43
| -24% | -$8.18K | ﹤0.01% | 453 |
|
|
2023
Q2 | $34K | Buy |
181
+43
| +31% | +$8.09K | ﹤0.01% | 420 |
|
|
2023
Q1 | $23K | Sell |
138
-4
| -3% | -$666 | ﹤0.01% | 489 |
|
|
2022
Q4 | $23.5K | Buy |
142
+113
| +390% | +$18.7K | ﹤0.01% | 470 |
|
|
2022
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 712 |
|
|
2022
Q1 | – | Sell |
-27
| Closed | -$5K | – | 1072 |
|
|
2021
Q4 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 741 |
|