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