Bruce G. Allen Investments’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 | $142K | Sell |
651
-41
| -6% | -$8.96K | 0.11% | 108 |
|
|
2025
Q1 | $169K | Sell |
692
-20
| -3% | -$4.88K | 0.13% | 88 |
|
|
2024
Q4 | $151K | Buy |
712
+2
| +0.3% | +$425 | 0.12% | 102 |
|
|
2024
Q3 | $158K | Sell |
710
-36
| -5% | -$8.03K | 0.12% | 105 |
|
|
2024
Q2 | $157K | Buy |
746
+40
| +6% | +$8.43K | 0.13% | 95 |
|
|
2024
Q1 | $145K | Buy |
706
+66
| +10% | +$13.6K | 0.12% | 107 |
|
|
2023
Q4 | $121K | Buy |
+640
| New | +$121K | 0.11% | 124 |
|