Catalyst Financial Partners’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 | $415K | Buy |
1,897
+57
| +3% | +$12.5K | 0.05% | 187 |
|
|
2025
Q1 | $449K | Buy |
1,840
+118
| +7% | +$28.8K | 0.08% | 165 |
|
|
2024
Q4 | $366K | Buy |
1,722
+24
| +1% | +$5.1K | 0.07% | 176 |
|
|
2024
Q3 | $379K | Buy |
1,698
+127
| +8% | +$28.3K | 0.07% | 165 |
|
|
2024
Q2 | $331K | Buy |
1,571
+91
| +6% | +$19.2K | 0.07% | 172 |
|
|
2024
Q1 | $292K | Buy |
1,480
+71
| +5% | +$14K | 0.08% | 172 |
|
|
2023
Q4 | $267K | Buy |
1,409
+115
| +9% | +$21.8K | 0.08% | 178 |
|
|
2023
Q3 | $246K | Buy |
1,294
+109
| +9% | +$20.7K | 0.08% | 173 |
|
|
2023
Q2 | $223K | Buy |
+1,185
| New | +$223K | 0.08% | 174 |
|