Advisory Research’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,571
| Closed | -$299K | – | 425 |
|
|
2023
Q3 | $299K | Sell |
1,571
-25
| -2% | -$4.76K | 0.04% | 374 |
|
|
2023
Q2 | $300K | Buy |
+1,596
| New | +$300K | 0.04% | 374 |
|
|
2014
Q2 | – | Sell |
-1,429
| Closed | -$70K | – | 544 |
|
|
2014
Q1 | $70K | Buy |
+1,429
| New | +$70K | ﹤0.01% | 516 |
|