VCM
Vigilant Capital Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.7M | Buy |
168,680
+1,432
| +0.9% | +$269K | 2.37% | 12 |
|
|
2023
Q1 | $27.9M | Sell |
167,248
-8,998
| -5% | -$1.5M | 2.26% | 17 |
|
|
2022
Q4 | $29.2M | Sell |
176,246
-3,385
| -2% | -$560K | 2.49% | 12 |
|
|
2022
Q3 | $26.8M | Sell |
179,631
-1,675
| -0.9% | -$250K | 2.52% | 13 |
|
|
2022
Q2 | $28.1M | Sell |
181,306
-3,435
| -2% | -$533K | 2.43% | 13 |
|
|
2022
Q1 | $31.5M | Buy |
184,741
+4,086
| +2% | +$696K | 2.4% | 13 |
|
|
2021
Q4 | $31.4M | Buy |
180,655
+4,238
| +2% | +$737K | 2.2% | 13 |
|
|
2021
Q3 | $26.7M | Buy |
176,417
+330
| +0.2% | +$50K | 2.14% | 13 |
|
|
2021
Q2 | $24.8M | Sell |
176,087
-3,963
| -2% | -$558K | 2% | 18 |
|
|
2021
Q1 | $21.9M | Buy |
180,050
+6,528
| +4% | +$795K | 1.95% | 21 |
|
|
2020
Q4 | $20.3M | Buy |
173,522
+4,947
| +3% | +$579K | 1.94% | 24 |
|
|
2020
Q3 | $19.3M | Buy |
168,575
+1,133
| +0.7% | +$130K | 2.12% | 18 |
|
|
2020
Q2 | $18M | Buy |
167,442
+11,082
| +7% | +$1.19M | 2.19% | 17 |
|
|
2020
Q1 | $13.5M | Buy |
156,360
+2,694
| +2% | +$233K | 1.97% | 23 |
|
|
2019
Q4 | $17.1M | Sell |
153,666
-6,030
| -4% | -$672K | 1.98% | 22 |
|
|
2019
Q3 | $16M | Sell |
159,696
-1,270
| -0.8% | -$127K | 2.08% | 21 |
|
|
2019
Q2 | $16.1M | Sell |
160,966
-3,590
| -2% | -$358K | 2.15% | 16 |
|
|
2019
Q1 | $15.5M | Buy |
164,556
+3,971
| +2% | +$373K | 2.16% | 14 |
|
|
2018
Q4 | $12.8M | Buy |
160,585
+4,050
| +3% | +$323K | 2.03% | 22 |
|
|
2018
Q3 | $12.9M | Buy |
156,535
+154,711
| +8,482% | +$12.8M | 1.73% | 32 |
|
|
2018
Q2 | $150K | Sell |
1,824
-47
| -3% | -$3.87K | 0.02% | 149 |
|
|
2018
Q1 | $155K | Buy |
1,871
+131
| +8% | +$10.9K | 0.02% | 137 |
|
|
2017
Q4 | $142K | Sell |
1,740
-800
| -31% | -$65.3K | 0.02% | 142 |
|
|
2017
Q3 | $213K | Hold |
2,540
| – | – | 0.03% | 105 |
|
|
2017
Q2 | $198K | Hold |
2,540
| – | – | 0.03% | 107 |
|
|
2017
Q1 | $188K | Hold |
2,540
| – | – | 0.03% | 108 |
|
|
2016
Q4 | $172K | Sell |
2,540
-450
| -15% | -$30.5K | 0.03% | 114 |
|
|
2016
Q3 | $201K | Hold |
2,990
| – | – | 0.04% | 114 |
|
|
2016
Q2 | $205K | Hold |
2,990
| – | – | 0.04% | 106 |
|
|
2016
Q1 | $182K | Sell |
2,990
-851
| -22% | -$51.8K | 0.04% | 99 |
|
|
2015
Q4 | $213K | Hold |
3,841
| – | – | 0.04% | 102 |
|
|
2015
Q3 | $201K | Hold |
3,841
| – | – | 0.04% | 103 |
|
|
2015
Q2 | $218K | Hold |
3,841
| – | – | 0.04% | 108 |
|
|
2015
Q1 | $215K | Hold |
3,841
| – | – | 0.04% | 110 |
|
|
2014
Q4 | $220K | Sell |
3,841
-1,000
| -21% | -$57.3K | 0.04% | 113 |
|
|
2014
Q3 | $253K | Hold |
4,841
| – | – | 0.05% | 87 |
|
|
2014
Q2 | $251K | Hold |
4,841
| – | – | 0.06% | 82 |
|
|
2014
Q1 | $239K | Sell |
4,841
-1,000
| -17% | -$49.4K | 0.06% | 82 |
|
|
2013
Q4 | $282K | Sell |
5,841
-2,850
| -33% | -$138K | 0.07% | 88 |
|
|
2013
Q3 | $378K | Hold |
8,691
| – | – | 0.11% | 68 |
|
|
2013
Q2 | $347K | Buy |
+8,691
| New | +$347K | 0.1% | 71 |
|