WBI Investments’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 | – | Sell |
-8,728
| Closed | -$1.84M | – | 255 |
|
|
2024
Q2 | $1.84M | Buy |
8,728
+6,356
| +268% | +$1.34M | 0.45% | 64 |
|
|
2024
Q1 | $489K | Buy |
+2,372
| New | +$489K | 0.1% | 142 |
|
|
2023
Q4 | – | Sell |
-16,448
| Closed | -$3.13M | – | 228 |
|
|
2023
Q3 | $3.13M | Buy |
16,448
+8,253
| +101% | +$1.57M | 0.63% | 42 |
|
|
2023
Q2 | $1.54M | Buy |
8,195
+3,278
| +67% | +$616K | 0.28% | 103 |
|
|
2023
Q1 | $819K | Sell |
4,917
-10,174
| -67% | -$1.69M | 0.16% | 134 |
|
|
2022
Q4 | $2.5M | Buy |
+15,091
| New | +$2.5M | 0.54% | 52 |
|
|
2022
Q1 | – | Sell |
-11,764
| Closed | -$2.04M | – | 213 |
|
|
2021
Q4 | $2.04M | Sell |
11,764
-18,693
| -61% | -$3.25M | 0.33% | 79 |
|
|
2021
Q3 | $4.49M | Buy |
+30,457
| New | +$4.49M | 0.75% | 29 |
|
|
2019
Q3 | – | Sell |
-28,182
| Closed | -$2.81M | – | 257 |
|
|
2019
Q2 | $2.81M | Buy |
+28,182
| New | +$2.81M | 0.25% | 86 |
|
|
2018
Q4 | – | Sell |
-19,231
| Closed | -$1.59M | – | 179 |
|
|
2018
Q3 | $1.59M | Sell |
19,231
-23,489
| -55% | -$1.94M | 0.09% | 177 |
|
|
2018
Q2 | $3.5M | Buy |
42,720
+11,969
| +39% | +$981K | 0.19% | 84 |
|
|
2018
Q1 | $2.54M | Sell |
30,751
-6,400
| -17% | -$529K | 0.13% | 98 |
|
|
2017
Q4 | $3.02M | Buy |
+37,151
| New | +$3.02M | 0.14% | 117 |
|
|
2017
Q3 | – | Sell |
-4,208
| Closed | -$328K | – | 345 |
|
|
2017
Q2 | $328K | Sell |
4,208
-2,200
| -34% | -$171K | 0.01% | 265 |
|
|
2017
Q1 | $474K | Buy |
6,408
+74
| +1% | +$5.47K | 0.02% | 245 |
|
|
2016
Q4 | $428K | Sell |
6,334
-89,775
| -93% | -$6.07M | 0.02% | 247 |
|
|
2016
Q3 | $6.46M | Buy |
+96,109
| New | +$6.46M | 0.25% | 78 |
|