Bill Few Associates’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 | $685K | Hold |
3,135
| – | – | 0.19% | 92 |
|
|
2025
Q1 | $765K | Sell |
3,135
-21
| -0.7% | -$5.13K | 0.27% | 74 |
|
|
2024
Q4 | $670K | Sell |
3,156
-17
| -0.5% | -$3.61K | 0.24% | 79 |
|
|
2024
Q3 | $708K | Hold |
3,173
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $669K | Buy |
3,173
+23
| +0.7% | +$4.85K | 0.26% | 72 |
|
|
2024
Q1 | $649K | Hold |
3,150
| – | – | 0.26% | 72 |
|
|
2023
Q4 | $597K | Hold |
3,150
| – | – | 0.27% | 70 |
|
|
2023
Q3 | $599K | Hold |
3,150
| – | – | 0.31% | 63 |
|
|
2023
Q2 | $592K | Hold |
3,150
| – | – | 0.31% | 66 |
|
|
2023
Q1 | $525K | Hold |
3,150
| – | – | 0.29% | 68 |
|
|
2022
Q4 | $521K | Hold |
3,150
| – | – | 0.31% | 68 |
|
|
2022
Q3 | $470K | Sell |
3,150
-60
| -2% | -$8.95K | 0.32% | 63 |
|
|
2022
Q2 | $498K | Hold |
3,210
| – | – | 0.32% | 61 |
|
|
2022
Q1 | $547K | Hold |
3,210
| – | – | 0.3% | 63 |
|
|
2021
Q4 | $558K | Buy |
+3,210
| New | +$558K | 0.29% | 63 |
|