Alta Advisers’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 | $498K | Hold |
2,278
| – | – | 0.18% | 106 |
|
|
2025
Q1 | $556K | Buy |
2,278
+700
| +44% | +$171K | 0.24% | 88 |
|
|
2024
Q4 | $335K | Buy |
1,578
+115
| +8% | +$24.4K | 0.21% | 92 |
|
|
2024
Q3 | $326K | Hold |
1,463
| – | – | 0.15% | 78 |
|
|
2024
Q2 | $308K | Buy |
1,463
+163
| +13% | +$34.3K | 0.15% | 82 |
|
|
2024
Q1 | $268K | Hold |
1,300
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $246K | Hold |
1,300
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $247K | Hold |
1,300
| – | – | 0.14% | 83 |
|
|
2023
Q2 | $245K | Hold |
1,300
| – | – | 0.14% | 86 |
|
|
2023
Q1 | $217K | Hold |
1,300
| – | – | 0.13% | 94 |
|
|
2022
Q4 | $215K | Hold |
1,300
| – | – | 0.13% | 95 |
|
|
2022
Q3 | $194K | Buy |
+1,300
| New | +$194K | 0.12% | 93 |
|