Bennett Selby 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 | $8.08M | Buy |
36,933
+496
| +1% | +$108K | 2.87% | 10 |
|
|
2025
Q1 | $8.89M | Sell |
36,437
-100
| -0.3% | -$24.4K | 3.51% | 9 |
|
|
2024
Q4 | $7.76M | Buy |
36,537
+48
| +0.1% | +$10.2K | 3.08% | 11 |
|
|
2024
Q3 | $8.14M | Hold |
36,489
| – | – | 3.42% | 9 |
|
|
2024
Q2 | $7.69M | Hold |
36,489
| – | – | 3.45% | 10 |
|
|
2024
Q1 | $7.52M | Sell |
36,489
-104
| -0.3% | -$21.4K | 3.51% | 10 |
|
|
2023
Q4 | $6.93M | Hold |
36,593
| – | – | 3.55% | 9 |
|
|
2023
Q3 | $6.96M | Hold |
36,593
| – | – | 4.06% | 9 |
|
|
2023
Q2 | $6.88M | Buy |
36,593
+134
| +0.4% | +$25.2K | 3.96% | 9 |
|
|
2023
Q1 | $6.07M | Hold |
36,459
| – | – | 3.98% | 9 |
|
|
2022
Q4 | $6.03M | Sell |
36,459
-97
| -0.3% | -$16.1K | 4.52% | 8 |
|
|
2022
Q3 | $5.46M | Buy |
36,556
+359
| +1% | +$53.6K | 4.36% | 7 |
|
|
2022
Q2 | $5.62M | Sell |
36,197
-83
| -0.2% | -$12.9K | 4.33% | 8 |
|
|
2022
Q1 | $6.18M | Hold |
36,280
| – | – | 3.72% | 8 |
|
|
2021
Q4 | $6.31M | Hold |
36,280
| – | – | 3.64% | 8 |
|
|
2021
Q3 | $5.49M | Buy |
36,280
+103
| +0.3% | +$15.6K | 3.59% | 8 |
|
|
2021
Q2 | $5.09M | Hold |
36,177
| – | – | 3.44% | 9 |
|
|
2021
Q1 | $4.41M | Sell |
36,177
-24
| -0.1% | -$2.92K | 3.43% | 8 |
|
|
2020
Q4 | $4.24M | Buy |
+36,201
| New | +$4.24M | 3.6% | 6 |
|