Adero Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $699K | Buy |
2,864
+56
| +2% | +$13.7K | 0.05% | 105 |
|
|
2024
Q4 | $596K | Buy |
2,808
+87
| +3% | +$18.5K | 0.04% | 113 |
|
|
2024
Q3 | $607K | Buy |
2,721
+60
| +2% | +$13.4K | 0.04% | 111 |
|
|
2024
Q2 | $561K | Buy |
2,661
+334
| +14% | +$70.4K | 0.04% | 110 |
|
|
2024
Q1 | $479K | Buy |
2,327
+1,035
| +80% | +$213K | 0.04% | 117 |
|
|
2023
Q4 | $245K | Buy |
1,292
+25
| +2% | +$4.74K | 0.02% | 164 |
|
|
2023
Q3 | $241K | Sell |
1,267
-2
| -0.2% | -$380 | 0.02% | 155 |
|
|
2023
Q2 | $239K | Hold |
1,269
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $211K | Buy |
+1,269
| New | +$211K | 0.02% | 149 |
|