Breakwater Capital Group’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 | $309K | Sell |
1,414
-21
| -1% | -$4.59K | 0.05% | 281 |
|
|
2025
Q1 | $350K | Sell |
1,435
-44
| -3% | -$10.7K | 0.06% | 248 |
|
|
2024
Q4 | $314K | Sell |
1,479
-4
| -0.3% | -$850 | 0.06% | 225 |
|
|
2024
Q3 | $331K | Buy |
1,483
+45
| +3% | +$10K | 0.07% | 227 |
|
|
2024
Q2 | $303K | Hold |
1,438
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $296K | Buy |
+1,438
| New | +$296K | 0.07% | 208 |
|