AXS Investments’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 | – | Sell |
-5,557
| Closed | -$1.36M | – | 190 |
|
|
2025
Q1 | $1.36M | Sell |
5,557
-353
| -6% | -$86.1K | 0.38% | 106 |
|
|
2024
Q4 | $1.26M | Buy |
5,910
+170
| +3% | +$36.1K | 0.35% | 141 |
|
|
2024
Q3 | $1.28M | Sell |
5,740
-80
| -1% | -$17.8K | 0.34% | 159 |
|
|
2024
Q2 | $1.23M | Sell |
5,820
-283
| -5% | -$59.6K | 0.34% | 121 |
|
|
2024
Q1 | $1.26M | Sell |
6,103
-922
| -13% | -$190K | 0.3% | 137 |
|
|
2023
Q4 | $1.33M | Buy |
7,025
+636
| +10% | +$121K | 0.32% | 124 |
|
|
2023
Q3 | $1.22M | Sell |
6,389
-497
| -7% | -$94.6K | 0.31% | 102 |
|
|
2023
Q2 | $1.3M | Sell |
6,886
-368
| -5% | -$69.2K | 0.35% | 100 |
|
|
2023
Q1 | $1.21M | Buy |
7,254
+439
| +6% | +$73.1K | 0.4% | 81 |
|
|
2022
Q4 | $1.13M | Buy |
6,815
+161
| +2% | +$26.6K | 0.4% | 82 |
|
|
2022
Q3 | $993K | Sell |
6,654
-36
| -0.5% | -$5.37K | 0.39% | 78 |
|
|
2022
Q2 | $1.04M | Buy |
+6,690
| New | +$1.04M | 0.37% | 77 |
|
|
2021
Q4 | – | Sell |
-3,372
| Closed | -$511K | – | 216 |
|
|
2021
Q3 | $511K | Buy |
+3,372
| New | +$511K | 0.19% | 51 |
|