Beacon Capital Management LLC (Tennessee)’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 | $102K | Buy |
469
+2
| +0.4% | +$437 | 0.01% | 202 |
|
|
2025
Q1 | $114K | Sell |
467
-24
| -5% | -$5.86K | 0.02% | 179 |
|
|
2024
Q4 | $104K | Buy |
491
+93
| +23% | +$19.8K | 0.01% | 185 |
|
|
2024
Q3 | $88.8K | Hold |
398
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $83.9K | Hold |
398
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $82K | Buy |
398
+72
| +22% | +$14.8K | 0.02% | 198 |
|
|
2023
Q4 | $62K | Hold |
326
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $61.3K | Hold |
326
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $61.3K | Buy |
326
+26
| +9% | +$4.89K | 0.02% | 216 |
|
|
2023
Q1 | $50K | Hold |
300
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $49.6K | Hold |
300
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $47K | Hold |
300
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $51K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $51K | Buy |
+300
| New | +$51K | 0.01% | 239 |
|