Ballast Inc’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 |
-1,230
| Closed | -$300K | – | 206 |
|
|
2025
Q1 | $300K | Hold |
1,230
| – | – | 0.08% | 108 |
|
|
2024
Q4 | $261K | Sell |
1,230
-1
| -0.1% | -$212 | 0.07% | 111 |
|
|
2024
Q3 | $275K | Sell |
1,231
-25
| -2% | -$5.58K | 0.08% | 112 |
|
|
2024
Q2 | $265K | Buy |
1,256
+26
| +2% | +$5.48K | 0.08% | 112 |
|
|
2024
Q1 | $253K | Hold |
1,230
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $233K | Buy |
1,230
+135
| +12% | +$25.6K | 0.08% | 113 |
|
|
2023
Q3 | $208K | Hold |
1,095
| – | – | 0.08% | 108 |
|
|
2023
Q2 | $206K | Buy |
+1,095
| New | +$206K | 0.08% | 115 |
|