Winslow Evans & Crocker’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
Q4 | $327K | Buy |
|
|||||
|
2020
Q3 | $212K | Sell |
|
|||||
|
2020
Q2 | $737K | Sell |
|
|||||
|
2020
Q1 | $650K | Buy |
|
|||||
|
2019
Q4 | $818K | Sell |
|
|||||
|
2019
Q3 | $742K | Sell |
|
|||||
|
2019
Q2 | $742K | Buy |
|
|||||
|
2019
Q1 | $626K | Buy |
|
|||||
|
2018
Q4 | $496K | Hold |
|
|||||
|
2018
Q3 | $514K | Hold |
|
|||||
|
2018
Q2 | $508K | Hold |
|
|||||
|
2018
Q1 | $511K | Sell |
|
|||||
|
2017
Q4 | $532K | Sell |
|
|||||
|
2017
Q3 | $728K | Buy |
|
|||||
|
2017
Q2 | $677K | Sell |
|
|||||
|
2017
Q1 | $642K | Sell |
|
|||||
|
2016
Q4 | $655K | Hold |
|
|||||
|
2016
Q3 | $651K | Hold |
|
|||||
|
2016
Q2 | $663K | Sell |
|
|||||
|
2016
Q1 | $598K | Sell |
|
|||||
|
2015
Q4 | $656K | Hold |
|
|||||
|
2015
Q3 | $618K | Hold |
|
|||||
|
2015
Q2 | $671K | Buy |
|
|||||
|
2015
Q1 | $560K | Hold |
|
|||||
|
2014
Q4 | $572K | Hold |
|
|||||
|
2014
Q3 | $523K | Buy |
|
|||||
|
2014
Q2 | $518K | Hold |
|
|||||
|
2014
Q1 | $492K | Hold |
|
|||||
|
2013
Q4 | $483K | Buy |
|