Clarkston Capital 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 | $486K | Buy |
2,225
+500
| +29% | +$109K | 0.01% | 128 |
|
|
2025
Q1 | $421K | Hold |
1,725
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $366K | Hold |
1,725
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $385K | Hold |
1,725
| – | – | 0.01% | 129 |
|
|
2024
Q2 | $363K | Hold |
1,725
| – | – | 0.01% | 129 |
|
|
2024
Q1 | $355K | Hold |
1,725
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $327K | Hold |
1,725
| – | – | 0.01% | 127 |
|
|
2023
Q3 | $328K | Hold |
1,725
| – | – | 0.01% | 129 |
|
|
2023
Q2 | $324K | Hold |
1,725
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $287K | Hold |
1,725
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $285K | Hold |
1,725
| – | – | 0.01% | 143 |
|
|
2022
Q3 | $258K | Hold |
1,725
| – | – | 0.01% | 148 |
|
|
2022
Q2 | $268K | Hold |
1,725
| – | – | ﹤0.01% | 152 |
|
|
2022
Q1 | $294K | Hold |
1,725
| – | – | ﹤0.01% | 150 |
|
|
2021
Q4 | $300K | Hold |
1,725
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $261K | Hold |
1,725
| – | – | ﹤0.01% | 130 |
|
|
2021
Q2 | $243K | Hold |
1,725
| – | – | ﹤0.01% | 136 |
|
|
2021
Q1 | $210K | Hold |
1,725
| – | – | ﹤0.01% | 145 |
|
|
2020
Q4 | $202K | Buy |
+1,725
| New | +$202K | ﹤0.01% | 112 |
|