Builder Investment 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 | $8.55M | Sell |
39,106
-50
| -0.1% | -$10.9K | 2.11% | 8 |
|
|
2025
Q1 | $9.56M | Sell |
39,156
-150
| -0.4% | -$36.6K | 2.72% | 8 |
|
|
2024
Q4 | $8.35M | Sell |
39,306
-100
| -0.3% | -$21.2K | 2.27% | 8 |
|
|
2024
Q3 | $8.79M | Hold |
39,406
| – | – | 2.36% | 7 |
|
|
2024
Q2 | $8.3M | Sell |
39,406
-55
| -0.1% | -$11.6K | 2.27% | 6 |
|
|
2024
Q1 | $8.13M | Sell |
39,461
-946
| -2% | -$195K | 2.37% | 7 |
|
|
2023
Q4 | $7.66M | Hold |
40,407
| – | – | 2.75% | 6 |
|
|
2023
Q3 | $7.69M | Buy |
40,407
+171
| +0.4% | +$32.5K | 3.02% | 7 |
|
|
2023
Q2 | $7.57M | Hold |
40,236
| – | – | 2.96% | 7 |
|
|
2023
Q1 | $6.7M | Sell |
40,236
-200
| -0.5% | -$33.3K | 2.92% | 8 |
|
|
2022
Q4 | $6.69M | Buy |
+40,436
| New | +$6.69M | 3.18% | 9 |
|