Trevor, Stewart, Burton & Jacobsen’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$287K Hold
2015
Q3
$270K Sell
2015
Q2
$322K Sell
2015
Q1
$2.05M Buy
2014
Q4
$389K Sell
2014
Q3
$3.98M Sell
2014
Q2
$6.31M Sell
2014
Q1
$6.16M Buy
2013
Q4
$5.84M Buy
2013
Q3
$4.64M Buy
2013
Q2
$1.85M Buy