Anchor Investment Management’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 | $116K | Buy |
529
+12
| +2% | +$2.62K | 0.01% | 452 |
|
|
2025
Q1 | $126K | Hold |
517
| – | – | 0.01% | 426 |
|
|
2024
Q4 | $110K | Hold |
517
| – | – | 0.01% | 450 |
|
|
2024
Q3 | $115K | Buy |
517
+429
| +488% | +$95.7K | 0.01% | 443 |
|
|
2024
Q2 | $18.5K | Hold |
88
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $18.1K | Buy |
+88
| New | +$18.1K | ﹤0.01% | 692 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | -$1.36K | – | 984 |
|
|
2022
Q1 | $1.36K | Buy |
+8
| New | +$1.36K | ﹤0.01% | 947 |
|
|
2020
Q3 | – | Sell |
-21
| Closed | -$2.26K | – | 927 |
|
|
2020
Q2 | $2.26K | Hold |
21
| – | – | ﹤0.01% | 778 |
|
|
2020
Q1 | $1.82K | Buy |
+21
| New | +$1.82K | ﹤0.01% | 778 |
|