Carret Asset 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 | $345K | Sell |
1,580
-10
| -0.6% | -$2.19K | 0.04% | 221 |
|
|
2025
Q1 | $388K | Hold |
1,590
| – | – | 0.04% | 205 |
|
|
2024
Q4 | $338K | Hold |
1,590
| – | – | 0.04% | 222 |
|
|
2024
Q3 | $355K | Buy |
1,590
+10
| +0.6% | +$2.23K | 0.04% | 219 |
|
|
2024
Q2 | $333K | Hold |
1,580
| – | – | 0.04% | 211 |
|
|
2024
Q1 | $325K | Hold |
1,580
| – | – | 0.04% | 218 |
|
|
2023
Q4 | $299K | Hold |
1,580
| – | – | 0.04% | 221 |
|
|
2023
Q3 | $301K | Hold |
1,580
| – | – | 0.04% | 216 |
|
|
2023
Q2 | $297K | Hold |
1,580
| – | – | 0.04% | 220 |
|
|
2023
Q1 | $263K | Hold |
1,580
| – | – | 0.04% | 226 |
|
|
2022
Q4 | $261K | Hold |
1,580
| – | – | 0.04% | 232 |
|
|
2022
Q3 | $236K | Hold |
1,580
| – | – | 0.04% | 239 |
|
|
2022
Q2 | $245K | Hold |
1,580
| – | – | 0.03% | 243 |
|
|
2022
Q1 | $269K | Hold |
1,580
| – | – | 0.03% | 252 |
|
|
2021
Q4 | $275K | Hold |
1,580
| – | – | 0.03% | 251 |
|
|
2021
Q3 | $239K | Sell |
1,580
-20
| -1% | -$3.03K | 0.03% | 258 |
|
|
2021
Q2 | $225K | Buy |
+1,600
| New | +$225K | 0.03% | 272 |
|