Clear Investment Research’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 | $30.6K | Hold |
139
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $34.2K | Hold |
139
| – | – | 0.05% | 124 |
|
|
2024
Q4 | $29.7K | Hold |
139
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $31.2K | Hold |
139
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $29.5K | Hold |
139
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $28.7K | Sell |
139
-35
| -20% | -$7.24K | 0.04% | 125 |
|
|
2023
Q4 | $33K | Buy |
+174
| New | +$33K | 0.05% | 128 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | -$1K | – | 268 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 178 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 176 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 172 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 309 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 319 |
|