Caitlin John’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$6.37K | – | 531 |
|
|
2024
Q4 | $6.37K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2024
Q3 | $6.77K | Sell |
30
-54
| -64% | -$12.2K | ﹤0.01% | 523 |
|
|
2024
Q2 | $17.7K | Sell |
84
-5,603
| -99% | -$1.18M | 0.01% | 360 |
|
|
2024
Q1 | $1.17M | Buy |
5,687
+786
| +16% | +$162K | 0.87% | 30 |
|
|
2023
Q4 | $929K | Buy |
+4,901
| New | +$929K | 0.76% | 37 |
|