Yorktown Management & Research Company’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$299K | – | 205 |
|
|
2022
Q3 | $299K | Buy |
2,000
+600
| +43% | +$89.7K | 0.39% | 106 |
|
|
2022
Q2 | $217K | Buy |
+1,400
| New | +$217K | 0.28% | 161 |
|
|
2022
Q1 | – | Sell |
-1,775
| Closed | -$309K | – | 246 |
|
|
2021
Q4 | $309K | Sell |
1,775
-315
| -15% | -$54.8K | 0.21% | 180 |
|
|
2021
Q3 | $316K | Hold |
2,090
| – | – | 0.24% | 168 |
|
|
2021
Q2 | $294K | Hold |
2,090
| – | – | 0.23% | 176 |
|
|
2021
Q1 | $255K | Hold |
2,090
| – | – | 0.21% | 175 |
|
|
2020
Q4 | $245K | Sell |
2,090
-1,130
| -35% | -$132K | 0.22% | 193 |
|
|
2020
Q3 | $369K | Buy |
3,220
+170
| +6% | +$19.5K | 0.34% | 129 |
|
|
2020
Q2 | $327K | Buy |
+3,050
| New | +$327K | 0.29% | 135 |
|
|
2020
Q1 | – | Sell |
-2,100
| Closed | -$234K | – | 285 |
|
|
2019
Q4 | $234K | Hold |
2,100
| – | – | 0.13% | 247 |
|
|
2019
Q3 | $210K | Hold |
2,100
| – | – | 0.11% | 278 |
|
|
2019
Q2 | $209K | Buy |
+2,100
| New | +$209K | 0.08% | 278 |
|