BOK Financial Private Wealth’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 | – | Sell |
-50
| Closed | -$12.2K | – | 473 |
|
|
2025
Q1 | $12.2K | Buy |
50
+42
| +525% | +$10.3K | ﹤0.01% | 374 |
|
|
2024
Q4 | $1.7K | Buy |
+8
| New | +$1.7K | ﹤0.01% | 456 |
|
|
2022
Q2 | – | Sell |
-2,341
| Closed | -$399K | – | 427 |
|
|
2022
Q1 | $399K | Buy |
2,341
+199
| +9% | +$33.9K | 0.03% | 192 |
|
|
2021
Q4 | $372K | Buy |
2,142
+239
| +13% | +$41.5K | 0.03% | 202 |
|
|
2021
Q3 | $288K | Buy |
1,903
+301
| +19% | +$45.6K | 0.02% | 198 |
|
|
2021
Q2 | $225K | Buy |
+1,602
| New | +$225K | 0.02% | 208 |
|