Bristlecone Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-951
| Closed | -$202K | – | 385 |
|
|
2024
Q4 | $202K | Hold |
951
| – | – | 0.02% | 274 |
|
|
2024
Q3 | $212K | Hold |
951
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $200K | Sell |
951
-157
| -14% | -$33.1K | 0.02% | 276 |
|
|
2024
Q1 | $228K | Hold |
1,108
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $210K | Sell |
1,108
-95
| -8% | -$18K | 0.02% | 260 |
|
|
2023
Q3 | $229K | Buy |
1,203
+59
| +5% | +$11.2K | 0.03% | 241 |
|
|
2023
Q2 | $215K | Buy |
+1,144
| New | +$215K | 0.02% | 250 |
|