Catalina Capital 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 | – | Sell |
-1,082
| Closed | -$264K | – | 190 |
|
|
2025
Q1 | $264K | Sell |
1,082
-1,213
| -53% | -$296K | 0.17% | 123 |
|
|
2024
Q4 | $488K | Buy |
2,295
+35
| +2% | +$7.44K | 0.16% | 126 |
|
|
2024
Q3 | $504K | Buy |
2,260
+111
| +5% | +$24.8K | 0.17% | 119 |
|
|
2024
Q2 | $453K | Buy |
2,149
+180
| +9% | +$37.9K | 0.17% | 123 |
|
|
2024
Q1 | $406K | Buy |
+1,969
| New | +$406K | 0.17% | 132 |
|