Avalon Trust’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 | $593K | Hold |
2,714
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $662K | Hold |
2,714
| – | – | 0.05% | 84 |
|
|
2024
Q4 | $576K | Buy |
2,714
+2,636
| +3,379% | +$560K | 0.04% | 86 |
|
|
2024
Q3 | $17.4K | Sell |
78
-60
| -43% | -$13.4K | ﹤0.01% | 271 |
|
|
2024
Q2 | $29.1K | Hold |
138
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $28.4K | Hold |
138
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $26.1K | Hold |
138
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $26.3K | Hold |
138
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $26K | Hold |
138
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $23K | Buy |
+138
| New | +$23K | ﹤0.01% | 234 |
|