Ascent Group’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 | $4.41M | Sell |
20,150
-977
| -5% | -$214K | 0.17% | 121 |
|
|
2025
Q1 | $5.16M | Buy |
21,127
+4,700
| +29% | +$1.15M | 0.22% | 96 |
|
|
2024
Q4 | $3.49M | Buy |
16,427
+584
| +4% | +$124K | 0.26% | 98 |
|
|
2024
Q3 | $3.53M | Sell |
15,843
-624
| -4% | -$139K | 0.27% | 92 |
|
|
2024
Q2 | $3.47M | Buy |
16,467
+3,407
| +26% | +$718K | 0.28% | 86 |
|
|
2024
Q1 | $2.69M | Sell |
13,060
-3,022
| -19% | -$622K | 0.24% | 117 |
|
|
2023
Q4 | $3.16M | Buy |
16,082
+933
| +6% | +$183K | 0.3% | 76 |
|
|
2023
Q3 | $3M | Buy |
15,149
+72
| +0.5% | +$14.2K | 0.33% | 73 |
|
|
2023
Q2 | $2.86M | Buy |
15,077
+2,685
| +22% | +$509K | 0.31% | 89 |
|
|
2023
Q1 | $2.06M | Buy |
12,392
+81
| +0.7% | +$13.5K | 0.22% | 137 |
|
|
2022
Q4 | $2.04M | Sell |
12,311
-3
| -0% | -$496 | 0.24% | 131 |
|
|
2022
Q3 | $1.99M | Buy |
12,314
+1,651
| +15% | +$267K | 0.24% | 126 |
|
|
2022
Q2 | $1.75M | Buy |
10,663
+70
| +0.7% | +$11.5K | 0.21% | 150 |
|
|
2022
Q1 | $1.81M | Buy |
10,593
+2,391
| +29% | +$407K | 0.21% | 168 |
|
|
2021
Q4 | $1.29M | Buy |
+8,202
| New | +$1.29M | 0.16% | 192 |
|