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 |
|