Symmetry Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,803
| Closed | -$1.01M | – | 345 |
|
|
2024
Q2 | $1.01M | Buy |
4,803
+585
| +14% | +$123K | 0.05% | 162 |
|
|
2024
Q1 | $869K | Hold |
4,218
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $796K | Sell |
4,218
-381
| -8% | -$71.9K | 0.04% | 197 |
|
|
2023
Q3 | $875K | Hold |
4,599
| – | – | 0.05% | 197 |
|
|
2023
Q2 | $865K | Hold |
4,599
| – | – | 0.05% | 208 |
|
|
2023
Q1 | $766K | Buy |
4,599
+94
| +2% | +$15.7K | 0.04% | 224 |
|
|
2022
Q4 | $745K | Sell |
4,505
-655
| -13% | -$108K | 0.04% | 224 |
|
|
2022
Q3 | $770K | Buy |
5,160
+492
| +11% | +$73.4K | 0.05% | 211 |
|
|
2022
Q2 | $725K | Sell |
4,668
-1,980
| -30% | -$308K | 0.05% | 230 |
|
|
2022
Q1 | $1.13M | Buy |
6,648
+1,293
| +24% | +$220K | 0.07% | 173 |
|
|
2021
Q4 | $931K | Sell |
5,355
-289
| -5% | -$50.2K | 0.06% | 229 |
|
|
2021
Q3 | $872K | Sell |
5,644
-1,055
| -16% | -$163K | 0.06% | 259 |
|
|
2021
Q2 | $942K | Sell |
6,699
-1,671
| -20% | -$235K | 0.06% | 245 |
|
|
2021
Q1 | $1.02M | Sell |
8,370
-2,164
| -21% | -$263K | 0.07% | 193 |
|
|
2020
Q4 | $1.23M | Sell |
10,534
-317
| -3% | -$37.1K | 0.1% | 144 |
|
|
2020
Q3 | $1.25M | Buy |
10,851
+5,989
| +123% | +$687K | 0.11% | 125 |
|
|
2020
Q2 | $522K | Hold |
4,862
| – | – | 0.07% | 140 |
|
|
2020
Q1 | $420K | Sell |
4,862
-523
| -10% | -$45.2K | 0.09% | 137 |
|
|
2019
Q4 | $600K | Buy |
5,385
+439
| +9% | +$48.9K | 0.12% | 121 |
|
|
2019
Q3 | $495K | Hold |
4,946
| – | – | 0.1% | 157 |
|
|
2019
Q2 | $493K | Buy |
4,946
+860
| +21% | +$85.7K | 0.1% | 162 |
|
|
2019
Q1 | $384K | Buy |
+4,086
| New | +$384K | 0.07% | 201 |
|