Wealthspire Advisors (Maryland)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $396K | Sell |
|
|||||
|
2020
Q2 | $468K | Sell |
|
|||||
|
2020
Q1 | $416K | Hold |
|
|||||
|
2019
Q4 | $536K | Buy |
|
|||||
|
2019
Q3 | $458K | Buy |
|
|||||
|
2019
Q2 | $456K | Sell |
|
|||||
|
2019
Q1 | $434K | Sell |
|
|||||
|
2018
Q4 | $387K | Sell |
|
|||||
|
2018
Q3 | $425K | Sell |
|
|||||
|
2018
Q2 | $434K | Sell |
|
|||||
|
2018
Q1 | $441K | Sell |
|
|||||
|
2017
Q4 | $479K | Sell |
|
|||||
|
2017
Q3 | $495K | Buy |
|
|||||
|
2017
Q2 | $447K | Buy |
|
|||||
|
2017
Q1 | $376K | Buy |
|
|||||
|
2016
Q4 | $307K | Sell |
|
|||||
|
2016
Q3 | $349K | Sell |
|
|||||
|
2016
Q2 | $395K | Buy |
|
|||||
|
2016
Q1 | $320K | Buy |
|
|||||
|
2015
Q4 | $285K | Buy |
|