Trevor, Stewart, Burton & Jacobsen’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $287K | Hold |
5,172
| – | – | 0.32% | 40 |
|
|
2015
Q3 | $270K | Sell |
5,172
-500
| -9% | -$26.1K | 0.31% | 37 |
|
|
2015
Q2 | $322K | Sell |
5,672
-30,800
| -84% | -$1.75M | 0.29% | 35 |
|
|
2015
Q1 | $2.05M | Buy |
36,472
+15,872
| +77% | +$890K | 1.7% | 27 |
|
|
2014
Q4 | $389K | Sell |
20,600
-55,525
| -73% | -$1.05M | 0.31% | 33 |
|
|
2014
Q3 | $3.98M | Sell |
76,125
-45,700
| -38% | -$2.39M | 2.55% | 21 |
|
|
2014
Q2 | $6.31M | Sell |
121,825
-3,200
| -3% | -$166K | 3.28% | 15 |
|
|
2014
Q1 | $6.16M | Buy |
125,025
+4,200
| +3% | +$207K | 2.99% | 19 |
|
|
2013
Q4 | $5.84M | Buy |
120,825
+14,250
| +13% | +$689K | 2.67% | 21 |
|
|
2013
Q3 | $4.64M | Buy |
106,575
+60,225
| +130% | +$2.62M | 2.4% | 24 |
|
|
2013
Q2 | $1.85M | Buy |
+46,350
| New | +$1.85M | 0.99% | 30 |
|