Strategy Asset Managers’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,339
| Closed | -$718K | – | 265 |
|
|
2022
Q4 | $718K | Buy |
4,339
+3
| +0.1% | +$496 | 0.18% | 99 |
|
|
2022
Q3 | $647K | Buy |
+4,336
| New | +$647K | 0.18% | 106 |
|
|
2019
Q1 | – | Sell |
-30,613
| Closed | -$2.44M | – | 223 |
|
|
2018
Q4 | $2.44M | Sell |
30,613
-888
| -3% | -$70.8K | 0.6% | 47 |
|
|
2018
Q3 | $2.61M | Sell |
31,501
-279
| -0.9% | -$23.1K | 0.53% | 71 |
|
|
2018
Q2 | $2.61M | Sell |
31,780
-1,103
| -3% | -$90.4K | 0.55% | 59 |
|
|
2018
Q1 | $2.72M | Buy |
+32,883
| New | +$2.72M | 0.59% | 55 |
|
|
2017
Q3 | – | Sell |
-33,897
| Closed | -$2.64M | – | 133 |
|
|
2017
Q2 | $2.64M | Sell |
33,897
-1,887
| -5% | -$147K | 0.54% | 62 |
|
|
2017
Q1 | $2.64M | Sell |
35,784
-802
| -2% | -$59.3K | 0.57% | 66 |
|
|
2016
Q4 | $2.5M | Buy |
36,586
+141
| +0.4% | +$9.64K | 0.55% | 70 |
|
|
2016
Q3 | $2.45M | Buy |
+36,445
| New | +$2.45M | 0.55% | 65 |
|
|
2016
Q1 | – | Sell |
-45,300
| Closed | -$2.51M | – | 157 |
|
|
2015
Q4 | $2.51M | Buy |
45,300
+160
| +0.4% | +$8.87K | 0.57% | 57 |
|
|
2015
Q3 | $2.36M | Sell |
45,140
-66
| -0.1% | -$3.45K | 0.57% | 54 |
|
|
2015
Q2 | $2.56M | Sell |
45,206
-519
| -1% | -$29.4K | 0.57% | 59 |
|
|
2015
Q1 | $2.57M | Buy |
+45,725
| New | +$2.57M | 0.56% | 62 |
|