Bleakley Financial Group’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 | $7.5M | Buy |
34,291
+512
| +2% | +$112K | 0.19% | 100 |
|
2025
Q1 | $8.24M | Buy |
33,779
+1,157
| +4% | +$282K | 0.26% | 72 |
|
2024
Q4 | $6.93M | Buy |
32,622
+2,440
| +8% | +$518K | 0.21% | 79 |
|
2024
Q3 | $6.73M | Buy |
30,182
+199
| +0.7% | +$44.4K | 0.21% | 87 |
|
2024
Q2 | $6.32M | Sell |
29,983
-227
| -0.8% | -$47.8K | 0.18% | 109 |
|
2024
Q1 | $6.22M | Buy |
30,210
+449
| +2% | +$92.5K | 0.18% | 112 |
|
2023
Q4 | $5.64M | Buy |
29,761
+336
| +1% | +$63.7K | 0.18% | 107 |
|
2023
Q3 | $5.6M | Sell |
29,425
-779
| -3% | -$148K | 0.2% | 100 |
|
2023
Q2 | $5.68M | Buy |
30,204
+3,441
| +13% | +$647K | 0.18% | 107 |
|
2023
Q1 | $4.46M | Buy |
26,763
+5,053
| +23% | +$842K | 0.15% | 125 |
|
2022
Q4 | $3.59M | Buy |
+21,710
| New | +$3.59M | 0.13% | 155 |
|