Surevest’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $301K | Hold |
2,014
| – | – | 0.08% | 124 |
|
|
2022
Q2 | $313K | Hold |
2,014
| – | – | 0.08% | 123 |
|
|
2022
Q1 | $343K | Hold |
2,014
| – | – | 0.08% | 119 |
|
|
2021
Q4 | $350K | Hold |
2,014
| – | – | 0.08% | 98 |
|
|
2021
Q3 | $305K | Buy |
2,014
+15
| +0.8% | +$2.27K | 0.08% | 96 |
|
|
2021
Q2 | $281K | Hold |
1,999
| – | – | 0.07% | 92 |
|
|
2021
Q1 | $243K | Hold |
1,999
| – | – | 0.07% | 89 |
|
|
2020
Q4 | $234K | Hold |
1,999
| – | – | 0.08% | 83 |
|
|
2020
Q3 | $229K | Buy |
+1,999
| New | +$229K | 0.09% | 79 |
|