Zeke Capital Advisors’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 | $439K | Buy |
2,654
+6
| +0.2% | +$993 | 0.03% | 259 |
|
|
2022
Q3 | $396K | Buy |
2,648
+606
| +30% | +$90.6K | 0.03% | 251 |
|
|
2022
Q2 | $317K | Sell |
2,042
-17
| -0.8% | -$2.64K | 0.02% | 308 |
|
|
2022
Q1 | $351K | Buy |
+2,059
| New | +$351K | 0.02% | 316 |
|
|
2020
Q1 | – | Sell |
-8,125
| Closed | -$905K | – | 414 |
|
|
2019
Q4 | $905K | Sell |
8,125
-293
| -3% | -$32.6K | 0.08% | 226 |
|
|
2019
Q3 | $842K | Sell |
8,418
-799
| -9% | -$79.9K | 0.07% | 236 |
|
|
2019
Q2 | $919K | Hold |
9,217
| – | – | 0.09% | 203 |
|
|
2019
Q1 | $865K | Hold |
9,217
| – | – | 0.08% | 213 |
|
|
2018
Q4 | $735K | Sell |
9,217
-1,485
| -14% | -$118K | 0.07% | 260 |
|
|
2018
Q3 | $885K | Hold |
10,702
| – | – | 0.07% | 269 |
|
|
2018
Q2 | $877K | Sell |
10,702
-22
| -0.2% | -$1.8K | 0.08% | 207 |
|
|
2018
Q1 | $886K | Buy |
10,724
+1,566
| +17% | +$129K | 0.08% | 215 |
|
|
2017
Q4 | $745K | Sell |
9,158
-515
| -5% | -$41.9K | 0.08% | 209 |
|
|
2017
Q3 | $811K | Buy |
9,673
+4,452
| +85% | +$373K | 0.11% | 148 |
|
|
2017
Q2 | $407K | Buy |
5,221
+2,325
| +80% | +$181K | 0.08% | 154 |
|
|
2017
Q1 | $214K | Buy |
+2,896
| New | +$214K | 0.04% | 234 |
|