Claro Advisors’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 |
-1,669
| Closed | -$407K | – | 459 |
|
|
2025
Q1 | $407K | Buy |
1,669
+247
| +17% | +$60.3K | 0.05% | 314 |
|
|
2024
Q4 | $302K | Buy |
1,422
+112
| +9% | +$23.8K | 0.04% | 359 |
|
|
2024
Q3 | $292K | Buy |
+1,310
| New | +$292K | 0.04% | 386 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$8K | – | 637 |
|
|
2018
Q4 | $8K | Buy |
+91
| New | +$8K | 0.01% | 715 |
|