Algert Global’s Marsh & McLennan MMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.52M Sell
16,113
-1,879
-10% -$411K 0.07% 445
2025
Q1
$4.39M Buy
17,992
+3,148
+21% +$768K 0.11% 317
2024
Q4
$3.15M Sell
14,844
-185
-1% -$39.3K 0.07% 445
2024
Q3
$3.35M Buy
+15,029
New +$3.35M 0.09% 389
2023
Q3
Sell
-5,748
Closed -$1.08M 1199
2023
Q2
$1.08M Buy
+5,748
New +$1.08M 0.05% 634
2021
Q4
Sell
-3,741
Closed -$566K 1053
2021
Q3
$566K Buy
+3,741
New +$566K 0.08% 489