Brown, Lisle/Cummings’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 | $4.03M | Buy |
18,445
+5,638
| +44% | +$1.23M | 1.07% | 20 |
|
|
2025
Q1 | $3.13M | Buy |
12,807
+23
| +0.2% | +$5.61K | 0.91% | 30 |
|
|
2024
Q4 | $2.72M | Hold |
12,784
| – | – | 0.81% | 31 |
|
|
2024
Q3 | $2.85M | Sell |
12,784
-7
| -0.1% | -$1.56K | 0.87% | 31 |
|
|
2024
Q2 | $2.7M | Sell |
12,791
-30
| -0.2% | -$6.32K | 0.88% | 31 |
|
|
2024
Q1 | $2.64M | Buy |
12,821
+686
| +6% | +$141K | 0.9% | 28 |
|
|
2023
Q4 | $2.3M | Buy |
12,135
+1
| +0% | +$189 | 0.85% | 28 |
|
|
2023
Q3 | $2.31M | Sell |
12,134
-99
| -0.8% | -$18.8K | 1.04% | 23 |
|
|
2023
Q2 | $2.3M | Buy |
12,233
+337
| +3% | +$63.4K | 1.03% | 22 |
|
|
2023
Q1 | $1.98M | Sell |
11,896
-69
| -0.6% | -$11.5K | 1.01% | 23 |
|
|
2022
Q4 | $1.98M | Buy |
11,965
+2
| +0% | +$331 | 1.06% | 24 |
|
|
2022
Q3 | $1.79M | Buy |
11,963
+302
| +3% | +$45.1K | 1.04% | 23 |
|
|
2022
Q2 | $1.81M | Buy |
11,661
+2
| +0% | +$311 | 1% | 26 |
|
|
2022
Q1 | $1.99M | Buy |
11,659
+1
| +0% | +$170 | 0.95% | 24 |
|
|
2021
Q4 | $2.03M | Buy |
+11,658
| New | +$2.03M | 1.01% | 25 |
|