Annis Gardner Whiting Capital Advisors’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 | $136K | Buy |
621
+31
| +5% | +$6.78K | 0.05% | 259 |
|
|
2025
Q1 | $144K | Buy |
590
+235
| +66% | +$57.3K | 0.06% | 222 |
|
|
2024
Q4 | $75.4K | Sell |
355
-42
| -11% | -$8.92K | 0.02% | 301 |
|
|
2024
Q3 | $88.6K | Sell |
397
-356
| -47% | -$79.4K | 0.02% | 303 |
|
|
2024
Q2 | $159K | Buy |
753
+74
| +11% | +$15.6K | 0.05% | 237 |
|
|
2024
Q1 | $140K | Buy |
679
+360
| +113% | +$74.2K | 0.05% | 227 |
|
|
2023
Q4 | $60.4K | Sell |
319
-2
| -0.6% | -$379 | 0.03% | 282 |
|
|
2023
Q3 | $61.1K | Buy |
+321
| New | +$61.1K | 0.03% | 269 |
|