Wealthspire Advisors (Maryland)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $396K | Sell |
3,457
-906
| -21% | -$104K | 0.01% | 309 |
|
|
2020
Q2 | $468K | Sell |
4,363
-446
| -9% | -$47.8K | 0.03% | 270 |
|
|
2020
Q1 | $416K | Hold |
4,809
| – | – | 0.04% | 260 |
|
|
2019
Q4 | $536K | Buy |
4,809
+227
| +5% | +$25.3K | 0.04% | 270 |
|
|
2019
Q3 | $458K | Buy |
4,582
+8
| +0.2% | +$800 | 0.03% | 271 |
|
|
2019
Q2 | $456K | Sell |
4,574
-47
| -1% | -$4.69K | 0.03% | 266 |
|
|
2019
Q1 | $434K | Sell |
4,621
-234
| -5% | -$22K | 0.03% | 278 |
|
|
2018
Q4 | $387K | Sell |
4,855
-284
| -6% | -$22.6K | 0.03% | 271 |
|
|
2018
Q3 | $425K | Sell |
5,139
-154
| -3% | -$12.7K | 0.04% | 276 |
|
|
2018
Q2 | $434K | Sell |
5,293
-51
| -1% | -$4.18K | 0.04% | 267 |
|
|
2018
Q1 | $441K | Sell |
5,344
-538
| -9% | -$44.4K | 0.04% | 273 |
|
|
2017
Q4 | $479K | Sell |
5,882
-27
| -0.5% | -$2.2K | 0.05% | 257 |
|
|
2017
Q3 | $495K | Buy |
5,909
+171
| +3% | +$14.3K | 0.05% | 240 |
|
|
2017
Q2 | $447K | Buy |
5,738
+647
| +13% | +$50.4K | 0.05% | 248 |
|
|
2017
Q1 | $376K | Buy |
5,091
+546
| +12% | +$40.3K | 0.05% | 242 |
|
|
2016
Q4 | $307K | Sell |
4,545
-642
| -12% | -$43.4K | 0.05% | 268 |
|
|
2016
Q3 | $349K | Sell |
5,187
-576
| -10% | -$38.8K | 0.05% | 233 |
|
|
2016
Q2 | $395K | Buy |
5,763
+503
| +10% | +$34.5K | 0.07% | 202 |
|
|
2016
Q1 | $320K | Buy |
5,260
+126
| +2% | +$7.67K | 0.06% | 240 |
|
|
2015
Q4 | $285K | Buy |
+5,134
| New | +$285K | 0.05% | 268 |
|