Aviso Financial’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 | $5.81M | Buy |
26,553
+459
| +2% | +$100K | 0.26% | 52 |
|
|
2025
Q1 | $6.37M | Buy |
26,094
+3,906
| +18% | +$953K | 0.31% | 48 |
|
|
2024
Q4 | $4.71M | Buy |
22,188
+3,738
| +20% | +$794K | 0.24% | 59 |
|
|
2024
Q3 | $4.12M | Buy |
18,450
+4,268
| +30% | +$952K | 0.2% | 65 |
|
|
2024
Q2 | $2.99M | Buy |
+14,182
| New | +$2.99M | 0.17% | 71 |
|