Thomas J. Herzfeld 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 |
-68
| Closed | -$12.9K | – | 265 |
|
|
2023
Q3 | $12.9K | Hold |
68
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $12.8K | Hold |
68
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $11.3K | Hold |
68
| – | – | ﹤0.01% | 151 |
|
|
2022
Q4 | $11.3K | Hold |
68
| – | – | ﹤0.01% | 156 |
|
|
2022
Q3 | $10K | Hold |
68
| – | – | ﹤0.01% | 150 |
|
|
2022
Q2 | $11K | Hold |
68
| – | – | ﹤0.01% | 156 |
|
|
2022
Q1 | $12K | Hold |
68
| – | – | ﹤0.01% | 166 |
|
|
2021
Q4 | $12K | Hold |
68
| – | – | ﹤0.01% | 191 |
|
|
2021
Q3 | $10K | Hold |
68
| – | – | ﹤0.01% | 193 |
|
|
2021
Q2 | $10K | Hold |
68
| – | – | ﹤0.01% | 209 |
|
|
2021
Q1 | $8K | Hold |
68
| – | – | ﹤0.01% | 214 |
|
|
2020
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 212 |
|
|
2020
Q3 | $7K | Hold |
68
| – | – | ﹤0.01% | 170 |
|
|
2020
Q2 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 201 |
|