Brookstone Capital Management’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 | $482K | Buy |
2,204
+108
| +5% | +$23.6K | 0.01% | 749 |
|
|
2025
Q1 | $511K | Buy |
2,096
+37
| +2% | +$9.03K | 0.01% | 708 |
|
|
2024
Q4 | $437K | Sell |
2,059
-21
| -1% | -$4.46K | 0.01% | 730 |
|
|
2024
Q3 | $464K | Buy |
2,080
+34
| +2% | +$7.59K | 0.01% | 708 |
|
|
2024
Q2 | $452K | Sell |
2,046
-24
| -1% | -$5.3K | 0.01% | 673 |
|
|
2024
Q1 | $426K | Buy |
2,070
+43
| +2% | +$8.86K | 0.01% | 664 |
|
|
2023
Q4 | $384K | Sell |
2,027
-44
| -2% | -$8.34K | 0.01% | 651 |
|
|
2023
Q3 | $395K | Buy |
2,071
+55
| +3% | +$10.5K | 0.01% | 623 |
|
|
2023
Q2 | $371K | Buy |
2,016
+127
| +7% | +$23.4K | 0.01% | 644 |
|
|
2023
Q1 | $329K | Buy |
1,889
+13
| +0.7% | +$2.27K | 0.01% | 669 |
|
|
2022
Q4 | $321K | Buy |
1,876
+53
| +3% | +$9.06K | 0.01% | 683 |
|
|
2022
Q3 | $277K | Sell |
1,823
-6
| -0.3% | -$912 | 0.01% | 680 |
|
|
2022
Q2 | $285K | Sell |
1,829
-37
| -2% | -$5.77K | 0.01% | 655 |
|
|
2022
Q1 | $319K | Sell |
1,866
-52
| -3% | -$8.89K | 0.01% | 643 |
|
|
2021
Q4 | $314K | Buy |
1,918
+128
| +7% | +$21K | 0.01% | 616 |
|
|
2021
Q3 | $282K | Sell |
1,790
-13
| -0.7% | -$2.05K | 0.01% | 611 |
|
|
2021
Q2 | $254K | Buy |
+1,803
| New | +$254K | ﹤0.01% | 627 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$2K | – | 607 |
|
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1702 |
|
|
2015
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1818 |
|