Alpha Family Trust’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 | $338K | Hold |
1,545
| – | – | 0.17% | 115 |
|
|
2025
Q1 | $377K | Buy |
1,545
+540
| +54% | +$132K | 0.22% | 85 |
|
|
2024
Q4 | $213K | Hold |
1,005
| – | – | 0.12% | 148 |
|
|
2024
Q3 | $224K | Hold |
1,005
| – | – | 0.13% | 142 |
|
|
2024
Q2 | $212K | Hold |
1,005
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $207K | Buy |
+1,005
| New | +$207K | 0.13% | 143 |
|