Thompson Davis & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,900
| Closed | -$504K | – | 125 |
|
|
2021
Q4 | $504K | Buy |
+2,900
| New | +$504K | 0.42% | 39 |
|
|
2017
Q4 | – | Sell |
-83
| Closed | -$7K | – | 919 |
|
|
2017
Q3 | $7K | Buy |
83
+27
| +48% | +$2.28K | 0.01% | 778 |
|
|
2017
Q2 | $4K | Hold |
56
| – | – | 0.01% | 884 |
|
|
2017
Q1 | $4K | Hold |
56
| – | – | 0.01% | 939 |
|
|
2016
Q4 | $4K | Hold |
56
| – | – | 0.01% | 911 |
|
|
2016
Q3 | $4K | Hold |
56
| – | – | 0.01% | 877 |
|
|
2016
Q2 | $4K | Buy |
56
+40
| +250% | +$2.86K | 0.01% | 830 |
|
|
2016
Q1 | $1K | Sell |
16
-138
| -90% | -$8.63K | ﹤0.01% | 1024 |
|
|
2015
Q4 | $9K | Buy |
154
+16
| +12% | +$935 | 0.01% | 684 |
|
|
2015
Q3 | $7K | Buy |
+138
| New | +$7K | 0.01% | 768 |
|