Bouvel 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
Q2 | $2.98M | Buy |
13,639
+166
| +1% | +$36.3K | 1.01% | 37 |
|
|
2025
Q1 | $3.01M | Sell |
13,473
-153
| -1% | -$34.1K | 1.13% | 41 |
|
|
2024
Q4 | $2.89M | Buy |
13,626
+153
| +1% | +$32.5K | 1.04% | 42 |
|
|
2024
Q3 | $3.01M | Buy |
13,473
+82
| +0.6% | +$18.3K | 1.13% | 41 |
|
|
2024
Q2 | $2.82M | Sell |
13,391
-31
| -0.2% | -$6.53K | 1.09% | 41 |
|
|
2024
Q1 | $2.76M | Sell |
13,422
-122
| -0.9% | -$25.1K | 1.19% | 39 |
|
|
2023
Q4 | $2.57M | Buy |
13,544
+391
| +3% | +$74.1K | 1.2% | 37 |
|
|
2023
Q3 | $2.5M | Buy |
13,153
+393
| +3% | +$74.8K | 1.35% | 29 |
|
|
2023
Q2 | $2.4M | Buy |
+12,760
| New | +$2.4M | 1.31% | 31 |
|