Wealthfront’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.61M | Sell |
19,449
-1,048
| -5% | -$86.7K | 0.02% | 161 |
|
|
2018
Q2 | $1.68M | Buy |
20,497
+5,454
| +36% | +$447K | 0.02% | 150 |
|
|
2018
Q1 | $1.24M | Sell |
15,043
-1,306
| -8% | -$108K | 0.01% | 211 |
|
|
2017
Q4 | $1.33M | Buy |
16,349
+1,237
| +8% | +$101K | 0.01% | 176 |
|
|
2017
Q3 | $1.27M | Buy |
15,112
+1,613
| +12% | +$135K | 0.02% | 153 |
|
|
2017
Q2 | $1.05M | Buy |
13,499
+1,411
| +12% | +$110K | 0.02% | 146 |
|
|
2017
Q1 | $893K | Buy |
12,088
+1,726
| +17% | +$128K | 0.02% | 140 |
|
|
2016
Q4 | $700K | Sell |
10,362
-424
| -4% | -$28.6K | 0.02% | 148 |
|
|
2016
Q3 | $725K | Buy |
10,786
+920
| +9% | +$61.8K | 0.02% | 145 |
|
|
2016
Q2 | $675K | Buy |
9,866
+1,013
| +11% | +$69.3K | 0.02% | 134 |
|
|
2016
Q1 | $538K | Buy |
8,853
+3,343
| +61% | +$203K | 0.02% | 145 |
|
|
2015
Q4 | $306K | Buy |
5,510
+570
| +12% | +$31.7K | 0.01% | 209 |
|
|
2015
Q3 | $258K | Sell |
4,940
-1,177
| -19% | -$61.5K | 0.01% | 227 |
|
|
2015
Q2 | $347K | Buy |
6,117
+1,030
| +20% | +$58.4K | 0.01% | 167 |
|
|
2015
Q1 | $285K | Buy |
5,087
+618
| +14% | +$34.6K | 0.01% | 172 |
|
|
2014
Q4 | $256K | Buy |
4,469
+398
| +10% | +$22.8K | 0.02% | 153 |
|
|
2014
Q3 | $213K | Buy |
4,071
+1,152
| +39% | +$60.3K | 0.01% | 142 |
|
|
2014
Q2 | $152K | Buy |
2,919
+913
| +46% | +$47.5K | 0.01% | 140 |
|
|
2014
Q1 | $99K | Buy |
+2,006
| New | +$99K | 0.01% | 131 |
|