Tradition Capital Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$5.76M Sell
61,327
-6,839
-10% -$642K 1.56% 16
2018
Q4
$5.44M Sell
68,166
-610
-0.9% -$48.6K 1.7% 12
2018
Q3
$5.69M Buy
68,776
+1,195
+2% +$98.8K 1.49% 17
2018
Q2
$5.54M Sell
67,581
-11,830
-15% -$970K 1.57% 13
2018
Q1
$6.56M Sell
79,411
-843
-1% -$69.6K 1.88% 8
2017
Q4
$6.53M Sell
80,254
-2,343
-3% -$191K 1.77% 13
2017
Q3
$6.92M Sell
82,597
-2,410
-3% -$202K 2.24% 7
2017
Q2
$6.63M Sell
85,007
-5,655
-6% -$441K 2.19% 6
2017
Q1
$6.7M Sell
90,662
-1,620
-2% -$120K 2.19% 7
2016
Q4
$6.24M Buy
92,282
+1,120
+1% +$75.7K 2.08% 8
2016
Q3
$6.13M Sell
91,162
-6,198
-6% -$417K 2.15% 9
2016
Q2
$6.67M Sell
97,360
-6,223
-6% -$426K 2.24% 8
2016
Q1
$6.3M Sell
103,583
-7,630
-7% -$464K 2.09% 10
2015
Q4
$6.17M Buy
111,213
+3,130
+3% +$174K 2.08% 12
2015
Q3
$5.64M Sell
108,083
-1,410
-1% -$73.6K 2.08% 12
2015
Q2
$6.21M Sell
109,493
-1,591
-1% -$90.2K 2.02% 13
2015
Q1
$6.23M Sell
111,084
-19,924
-15% -$1.12M 2.02% 10
2014
Q4
$7.5M Sell
131,008
-339
-0.3% -$19.4K 2.38% 5
2014
Q3
$6.87M Buy
131,347
+119
+0.1% +$6.23K 2.2% 7
2014
Q2
$6.8M Sell
131,228
-474
-0.4% -$24.6K 2.14% 7
2014
Q1
$6.49M Sell
131,702
-229
-0.2% -$11.3K 2.1% 5
2013
Q4
$6.38M Sell
131,931
-3,678
-3% -$178K 2.08% 7
2013
Q3
$5.91M Sell
135,609
-460
-0.3% -$20K 2.09% 5
2013
Q2
$5.43M Buy
+136,069
New +$5.43M 2% 5