Blueprint Investment Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,120
| Closed | -$238K | – | 165 |
|
|
2024
Q4 | $238K | Buy |
+1,120
| New | +$238K | 0.04% | 178 |
|
|
2024
Q2 | – | Sell |
-1,152
| Closed | -$237K | – | 139 |
|
|
2024
Q1 | $237K | Buy |
+1,152
| New | +$237K | 0.05% | 127 |
|
|
2023
Q4 | – | Sell |
-2,233
| Closed | -$425K | – | 145 |
|
|
2023
Q3 | $425K | Sell |
2,233
-65
| -3% | -$12.4K | 0.14% | 75 |
|
|
2023
Q2 | $432K | Buy |
2,298
+353
| +18% | +$66.4K | 0.16% | 95 |
|
|
2023
Q1 | $324K | Sell |
1,945
-2,234
| -53% | -$372K | 0.07% | 176 |
|
|
2022
Q4 | $692K | Buy |
4,179
+1,941
| +87% | +$321K | 0.15% | 105 |
|
|
2022
Q3 | $334K | Sell |
2,238
-2,200
| -50% | -$328K | 0.09% | 94 |
|
|
2022
Q2 | $689K | Buy |
4,438
+79
| +2% | +$12.3K | 0.19% | 77 |
|
|
2022
Q1 | $743K | Buy |
4,359
+11
| +0.3% | +$1.88K | 0.19% | 83 |
|
|
2021
Q4 | $756K | Buy |
4,348
+1,122
| +35% | +$195K | 0.19% | 95 |
|
|
2021
Q3 | $489K | Buy |
3,226
+973
| +43% | +$147K | 0.24% | 68 |
|
|
2021
Q2 | $317K | Sell |
2,253
-491
| -18% | -$69.1K | 0.25% | 52 |
|
|
2021
Q1 | $334K | Buy |
2,744
+2,742
| +137,100% | +$334K | 0.26% | 44 |
|
|
2020
Q4 | $219 | Sell |
2
-1,873
| -100% | -$205K | 0.18% | 52 |
|
|
2020
Q3 | $219K | Buy |
+1,875
| New | +$219K | 0.17% | 56 |
|