Windsor Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,594
| Closed | -$448K | – | 207 |
|
|
2022
Q1 | $448K | Sell |
2,594
-68
| -3% | -$11.7K | 0.08% | 158 |
|
|
2021
Q4 | $445K | Buy |
+2,662
| New | +$445K | 0.08% | 161 |
|
|
2020
Q4 | – | Sell |
-1,864
| Closed | -$207K | – | 193 |
|
|
2020
Q3 | $207K | Sell |
1,864
-445
| -19% | -$49.4K | 0.06% | 184 |
|
|
2020
Q2 | $248K | Sell |
2,309
-193
| -8% | -$20.7K | 0.08% | 169 |
|
|
2020
Q1 | $216K | Buy |
2,502
+195
| +8% | +$16.8K | 0.09% | 168 |
|
|
2019
Q4 | $257K | Buy |
2,307
+150
| +7% | +$16.7K | 0.09% | 167 |
|
|
2019
Q3 | $207K | Sell |
2,157
-198
| -8% | -$19K | 0.09% | 172 |
|
|
2019
Q2 | $237K | Buy |
2,355
+48
| +2% | +$4.83K | 0.1% | 159 |
|
|
2019
Q1 | $217K | Buy |
+2,307
| New | +$217K | 0.12% | 142 |
|
|
2018
Q3 | – | Sell |
-2,889
| Closed | -$237K | – | 137 |
|
|
2018
Q2 | $237K | Buy |
2,889
+19
| +0.7% | +$1.56K | 0.19% | 111 |
|
|
2018
Q1 | $237K | Sell |
2,870
-111
| -4% | -$9.17K | 0.2% | 108 |
|
|
2017
Q4 | $243K | Buy |
+2,981
| New | +$243K | 0.21% | 107 |
|