Veritable’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,532
| Closed | -$3.11M | – | 504 |
|
|
2023
Q2 | $3.11M | Sell |
16,532
-3,715
| -18% | -$699K | 0.05% | 175 |
|
|
2023
Q1 | $3.37M | Sell |
20,247
-114
| -0.6% | -$19K | 0.06% | 166 |
|
|
2022
Q4 | $3.37M | Buy |
20,361
+743
| +4% | +$123K | 0.06% | 161 |
|
|
2022
Q3 | $2.93M | Sell |
19,618
-398
| -2% | -$59.4K | 0.06% | 162 |
|
|
2022
Q2 | $3.11M | Buy |
20,016
+299
| +2% | +$46.4K | 0.06% | 167 |
|
|
2022
Q1 | $3.36M | Sell |
19,717
-1,317
| -6% | -$224K | 0.05% | 182 |
|
|
2021
Q4 | $3.66M | Buy |
21,034
+54
| +0.3% | +$9.39K | 0.05% | 168 |
|
|
2021
Q3 | $3.18M | Buy |
20,980
+231
| +1% | +$35K | 0.05% | 177 |
|
|
2021
Q2 | $2.92M | Buy |
20,749
+279
| +1% | +$39.3K | 0.05% | 183 |
|
|
2021
Q1 | $2.49M | Sell |
20,470
-568
| -3% | -$69.2K | 0.04% | 189 |
|
|
2020
Q4 | $2.46M | Sell |
21,038
-645
| -3% | -$75.5K | 0.05% | 187 |
|
|
2020
Q3 | $2.49M | Sell |
21,683
-4
| -0% | -$459 | 0.05% | 176 |
|
|
2020
Q2 | $2.33M | Buy |
21,687
+2,642
| +14% | +$284K | 0.05% | 168 |
|
|
2020
Q1 | $1.65M | Sell |
19,045
-151
| -0.8% | -$13.1K | 0.04% | 215 |
|
|
2019
Q4 | $2.14M | Buy |
19,196
+261
| +1% | +$29.1K | 0.04% | 219 |
|
|
2019
Q3 | $1.89M | Buy |
18,935
+268
| +1% | +$26.8K | 0.04% | 229 |
|
|
2019
Q2 | $1.86M | Buy |
18,667
+422
| +2% | +$42.1K | 0.04% | 224 |
|
|
2019
Q1 | $1.71M | Buy |
18,245
+332
| +2% | +$31.2K | 0.03% | 236 |
|
|
2018
Q4 | $1.43M | Buy |
17,913
+271
| +2% | +$21.6K | 0.03% | 250 |
|
|
2018
Q3 | $1.46M | Buy |
17,642
+167
| +1% | +$13.8K | 0.03% | 272 |
|
|
2018
Q2 | $1.43M | Buy |
17,475
+735
| +4% | +$60.2K | 0.03% | 269 |
|
|
2018
Q1 | $1.38M | Buy |
16,740
+480
| +3% | +$39.7K | 0.03% | 269 |
|
|
2017
Q4 | $1.32M | Sell |
16,260
-25,885
| -61% | -$2.11M | 0.03% | 277 |
|
|
2017
Q3 | $3.53M | Sell |
42,145
-45
| -0.1% | -$3.77K | 0.07% | 145 |
|
|
2017
Q2 | $3.29M | Buy |
42,190
+12
| +0% | +$935 | 0.08% | 154 |
|
|
2017
Q1 | $3.12M | Buy |
42,178
+42
| +0.1% | +$3.1K | 0.07% | 154 |
|
|
2016
Q4 | $2.85M | Sell |
42,136
-90
| -0.2% | -$6.08K | 0.07% | 166 |
|
|
2016
Q3 | $2.84M | Buy |
42,226
+789
| +2% | +$53.1K | 0.07% | 155 |
|
|
2016
Q2 | $2.84M | Buy |
41,437
+629
| +2% | +$43.1K | 0.07% | 156 |
|
|
2016
Q1 | $2.48M | Hold |
40,808
| – | – | 0.06% | 169 |
|
|
2015
Q4 | $2.26M | Buy |
40,808
+296
| +0.7% | +$16.4K | 0.06% | 175 |
|
|
2015
Q3 | $2.12M | Buy |
40,512
+153
| +0.4% | +$7.99K | 0.06% | 174 |
|
|
2015
Q2 | $2.29M | Sell |
40,359
-744
| -2% | -$42.2K | 0.06% | 172 |
|
|
2015
Q1 | $2.31M | Buy |
41,103
+213
| +0.5% | +$11.9K | 0.05% | 240 |
|
|
2014
Q4 | $2.34M | Sell |
40,890
-99
| -0.2% | -$5.67K | 0.05% | 239 |
|
|
2014
Q3 | $2.15M | Sell |
40,989
-153
| -0.4% | -$8.01K | 0.05% | 250 |
|
|
2014
Q2 | $2.13M | Sell |
41,142
-473
| -1% | -$24.5K | 0.04% | 247 |
|
|
2014
Q1 | $2.05M | Sell |
41,615
-49
| -0.1% | -$2.42K | 0.04% | 243 |
|
|
2013
Q4 | $2.02M | Sell |
41,664
-1,446
| -3% | -$69.9K | 0.04% | 247 |
|
|
2013
Q3 | $1.88M | Buy |
43,110
+237
| +0.6% | +$10.3K | 0.04% | 250 |
|
|
2013
Q2 | $1.71M | Buy |
+42,873
| New | +$1.71M | 0.04% | 263 |
|