Waypoint Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $883K | Buy |
3,956
+35
| +0.9% | +$7.81K | 0.19% | 74 |
|
|
2024
Q2 | $826K | Buy |
3,921
+9
| +0.2% | +$1.9K | 0.21% | 74 |
|
|
2024
Q1 | $806K | Buy |
3,912
+15
| +0.4% | +$3.09K | 0.21% | 71 |
|
|
2023
Q4 | $738K | Sell |
3,897
-11
| -0.3% | -$2.08K | 0.21% | 72 |
|
|
2023
Q3 | $744K | Buy |
3,908
+46
| +1% | +$8.75K | 0.25% | 65 |
|
|
2023
Q2 | $726K | Buy |
3,862
+8
| +0.2% | +$1.51K | 0.23% | 75 |
|
|
2023
Q1 | $642K | Sell |
3,854
-19
| -0.5% | -$3.16K | 0.21% | 79 |
|
|
2022
Q4 | $641K | Sell |
3,873
-41
| -1% | -$6.79K | 0.22% | 80 |
|
|
2022
Q3 | $584K | Sell |
3,914
-1
| -0% | -$149 | 0.25% | 63 |
|
|
2022
Q2 | $608K | Sell |
3,915
-1
| -0% | -$155 | 0.28% | 61 |
|
|
2022
Q1 | $668K | Buy |
3,916
+20
| +0.5% | +$3.41K | 0.39% | 59 |
|
|
2021
Q4 | $677K | Buy |
+3,896
| New | +$677K | 0.46% | 52 |
|