Atomi Financial 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 | $700K | Sell |
3,200
-608
| -16% | -$133K | 0.03% | 459 |
|
|
2025
Q1 | $929K | Buy |
3,808
+517
| +16% | +$126K | 0.04% | 327 |
|
|
2024
Q4 | $699K | Buy |
3,291
+11
| +0.3% | +$2.34K | 0.04% | 361 |
|
|
2024
Q3 | $732K | Buy |
3,280
+433
| +15% | +$96.6K | 0.05% | 320 |
|
|
2024
Q2 | $600K | Buy |
2,847
+1,003
| +54% | +$211K | 0.04% | 342 |
|
|
2024
Q1 | $380K | Buy |
1,844
+262
| +17% | +$54K | 0.04% | 441 |
|
|
2023
Q4 | $300K | Buy |
+1,582
| New | +$300K | 0.04% | 416 |
|