Acorn Creek Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,417
-92
| -6% | -$20.1K | 0.13% | 47 |
|
|
2025
Q1 | $368K | Sell |
1,509
-81
| -5% | -$19.8K | 0.18% | 41 |
|
|
2024
Q4 | $338K | Buy |
1,590
+2
| +0.1% | +$425 | 0.17% | 45 |
|
|
2024
Q3 | $354K | Buy |
1,588
+8
| +0.5% | +$1.79K | 0.19% | 45 |
|
|
2024
Q2 | $333K | Buy |
1,580
+31
| +2% | +$6.53K | 0.2% | 42 |
|
|
2024
Q1 | $319K | Buy |
1,549
+30
| +2% | +$6.18K | 0.2% | 42 |
|
|
2023
Q4 | $288K | Buy |
+1,519
| New | +$288K | 0.13% | 56 |
|