Asahi Life Asset 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 | $512K | Buy |
+2,340
| New | +$512K | 0.3% | 70 |
|
2025
Q1 | – | Sell |
-2,440
| Closed | -$518K | – | 195 |
|
2024
Q4 | $518K | Sell |
2,440
-160
| -6% | -$34K | 0.32% | 59 |
|
2024
Q3 | $580K | Buy |
2,600
+350
| +16% | +$78.1K | 0.35% | 50 |
|
2024
Q2 | $474K | Buy |
2,250
+1,240
| +123% | +$261K | 0.33% | 58 |
|
2024
Q1 | $208K | Buy |
+1,010
| New | +$208K | 0.12% | 165 |
|
2023
Q4 | – | Sell |
-2,520
| Closed | -$480K | – | 201 |
|
2023
Q3 | $480K | Buy |
+2,520
| New | +$480K | 0.17% | 66 |
|
2021
Q1 | – | Sell |
-1,750
| Closed | -$205K | – | 232 |
|
2020
Q4 | $205K | Buy |
+1,750
| New | +$205K | 0.03% | 187 |
|