Sutton Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.1K | Buy |
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|
2023
Q2 | $33.5K | Hold |
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|
2023
Q1 | $29.6K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $285K | Buy |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $192K | Hold |
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|
2016
Q4 | $176K | Hold |
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|
2016
Q3 | $175K | Hold |
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|
2016
Q2 | $178K | Hold |
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|
2016
Q1 | $158K | Buy |
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