Blue Trust 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 | $3.87M | Buy |
17,694
+4
| +0% | +$875 | 0.05% | 117 |
|
2025
Q1 | $4.32M | Buy |
17,690
+890
| +5% | +$217K | 0.06% | 102 |
|
2024
Q4 | $3.57M | Sell |
16,800
-3,281
| -16% | -$697K | 0.05% | 107 |
|
2024
Q3 | $4.23M | Buy |
20,081
+2,611
| +15% | +$550K | 0.06% | 91 |
|
2024
Q2 | $3.6M | Buy |
17,470
+2,345
| +16% | +$483K | 0.05% | 84 |
|
2024
Q1 | $3.12M | Sell |
15,125
-661
| -4% | -$136K | 0.04% | 81 |
|
2023
Q4 | $3.01M | Buy |
15,786
+587
| +4% | +$112K | 0.05% | 77 |
|
2023
Q3 | $2.86M | Buy |
15,199
+1,064
| +8% | +$200K | 0.04% | 88 |
|
2023
Q2 | $2.35M | Sell |
14,135
-2,660
| -16% | -$443K | 0.04% | 99 |
|
2023
Q1 | $2.78M | Buy |
16,795
+41
| +0.2% | +$6.79K | 0.05% | 98 |
|
2022
Q4 | $2.5M | Buy |
16,754
+1,406
| +9% | +$210K | 0.04% | 99 |
|
2022
Q3 | $2.38M | Buy |
15,348
+479
| +3% | +$74.4K | 0.04% | 90 |
|
2022
Q2 | $2.53M | Buy |
+14,869
| New | +$2.53M | 0.04% | 84 |
|