Wintrust Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $139K | Sell |
658
-17
| -3% | -$3.59K | 0.12% | 129 |
|
|
2024
Q3 | $150K | Sell |
675
-5,947
| -90% | -$1.32M | 0.11% | 157 |
|
|
2024
Q2 | $1.4M | Buy |
6,622
+12
| +0.2% | +$2.53K | 0.11% | 155 |
|
|
2024
Q1 | $1.36M | Sell |
6,610
-128
| -2% | -$26.4K | 0.12% | 156 |
|
|
2023
Q4 | $1.28M | Sell |
6,738
-116
| -2% | -$22K | 0.12% | 153 |
|
|
2023
Q3 | $1.3M | Sell |
6,854
-410
| -6% | -$78K | 0.14% | 144 |
|
|
2023
Q2 | $1.37M | Hold |
7,264
| – | – | 0.14% | 141 |
|
|
2023
Q1 | $1.21M | Hold |
7,264
| – | – | 0.15% | 117 |
|
|
2022
Q4 | $1.2M | Hold |
7,264
| – | – | 0.16% | 123 |
|
|
2022
Q3 | $1.08M | Sell |
7,264
-96
| -1% | -$14.3K | 0.14% | 138 |
|
|
2022
Q2 | $1.14M | Sell |
7,360
-20
| -0.3% | -$3.11K | 0.14% | 138 |
|
|
2022
Q1 | $1.26M | Sell |
7,380
-82
| -1% | -$14K | 0.12% | 147 |
|
|
2021
Q4 | $1.3M | Buy |
+7,462
| New | +$1.3M | 0.12% | 140 |
|
|
2021
Q3 | – | Sell |
-7,762
| Closed | -$1.09M | – | 360 |
|
|
2021
Q2 | $1.09M | Sell |
7,762
-753
| -9% | -$106K | 0.11% | 152 |
|
|
2021
Q1 | $1.04M | Sell |
8,515
-578
| -6% | -$70.4K | 0.11% | 165 |
|
|
2020
Q4 | $1.06M | Sell |
9,093
-704
| -7% | -$82.4K | 0.3% | 67 |
|
|
2020
Q3 | $1.12M | Sell |
9,797
-801
| -8% | -$91.9K | 0.15% | 121 |
|
|
2020
Q2 | $1.14M | Sell |
10,598
-190
| -2% | -$20.4K | 0.16% | 107 |
|
|
2020
Q1 | $933K | Buy |
10,788
+1,623
| +18% | +$140K | 0.15% | 113 |
|
|
2019
Q4 | $1.02M | Sell |
9,165
-1
| -0% | -$111 | 0.14% | 120 |
|
|
2019
Q3 | $917K | Buy |
9,166
+122
| +1% | +$12.2K | 0.14% | 131 |
|
|
2019
Q2 | $902K | Sell |
9,044
-16
| -0.2% | -$1.6K | 0.14% | 127 |
|
|
2019
Q1 | $851K | Sell |
9,060
-231
| -2% | -$21.7K | 0.14% | 136 |
|
|
2018
Q4 | $741K | Sell |
9,291
-41
| -0.4% | -$3.27K | 0.14% | 135 |
|
|
2018
Q3 | $772K | Buy |
9,332
+181
| +2% | +$15K | 0.13% | 151 |
|
|
2018
Q2 | $750K | Buy |
+9,151
| New | +$750K | 0.13% | 160 |
|