TrinityPoint Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $819K | Sell |
3,854
-12
| -0.3% | -$2.55K | 0.12% | 174 |
|
|
2024
Q3 | $862K | Sell |
3,866
-12
| -0.3% | -$2.68K | 0.12% | 163 |
|
|
2024
Q2 | $817K | Buy |
3,878
+4
| +0.1% | +$843 | 0.13% | 159 |
|
|
2024
Q1 | $798K | Sell |
3,874
-36
| -0.9% | -$7.41K | 0.13% | 157 |
|
|
2023
Q4 | $741K | Sell |
3,910
-3,542
| -48% | -$671K | 0.13% | 152 |
|
|
2023
Q3 | $1.42M | Buy |
7,452
+2
| +0% | +$381 | 0.28% | 95 |
|
|
2023
Q2 | $1.4M | Buy |
7,450
+3
| +0% | +$564 | 0.27% | 97 |
|
|
2023
Q1 | $1.24M | Buy |
7,447
+9
| +0.1% | +$1.5K | 0.27% | 100 |
|
|
2022
Q4 | $1.23M | Buy |
7,438
+18
| +0.2% | +$2.98K | 0.28% | 96 |
|
|
2022
Q3 | $1.11M | Sell |
7,420
-5
| -0.1% | -$747 | 0.25% | 103 |
|
|
2022
Q2 | $1.15M | Sell |
7,425
-105
| -1% | -$16.3K | 0.25% | 92 |
|
|
2022
Q1 | $1.28M | Sell |
7,530
-458
| -6% | -$78K | 0.23% | 93 |
|
|
2021
Q4 | $1.39M | Buy |
7,988
+41
| +0.5% | +$7.13K | 0.25% | 89 |
|
|
2021
Q3 | $1.2M | Sell |
7,947
-808
| -9% | -$122K | 0.23% | 92 |
|
|
2021
Q2 | $1.23M | Buy |
8,755
+23
| +0.3% | +$3.24K | 0.25% | 93 |
|
|
2021
Q1 | $1.06M | Buy |
8,732
+493
| +6% | +$60.1K | 0.25% | 93 |
|
|
2020
Q4 | $917K | Sell |
8,239
-89
| -1% | -$9.91K | 0.22% | 102 |
|
|
2020
Q3 | $955K | Sell |
8,328
-2,111
| -20% | -$242K | 0.27% | 95 |
|
|
2020
Q2 | $1.12M | Buy |
10,439
+4,217
| +68% | +$453K | 0.35% | 79 |
|
|
2020
Q1 | $538K | Buy |
6,222
+64
| +1% | +$5.53K | 0.21% | 114 |
|
|
2019
Q4 | $686K | Buy |
6,158
+11
| +0.2% | +$1.23K | 0.23% | 113 |
|
|
2019
Q3 | $631K | Buy |
6,147
+12
| +0.2% | +$1.23K | 0.22% | 116 |
|
|
2019
Q2 | $626K | Buy |
6,135
+3,408
| +125% | +$348K | 0.3% | 85 |
|
|
2019
Q1 | $256K | Sell |
2,727
-933
| -25% | -$87.6K | 0.13% | 144 |
|
|
2018
Q4 | $292K | Buy |
+3,660
| New | +$292K | 0.18% | 123 |
|