Zeke Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $351K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $905K | Sell |
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|
2019
Q3 | $842K | Sell |
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|
2019
Q2 | $919K | Hold |
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|
2019
Q1 | $865K | Hold |
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|
2018
Q4 | $735K | Sell |
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|
2018
Q3 | $885K | Hold |
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|
2018
Q2 | $877K | Sell |
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|
2018
Q1 | $886K | Buy |
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|
2017
Q4 | $745K | Sell |
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|
2017
Q3 | $811K | Buy |
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|
2017
Q2 | $407K | Buy |
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|
2017
Q1 | $214K | Buy |
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