Colonial River Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,717
| Closed | -$365K | – | 240 |
|
|
2024
Q4 | $365K | Buy |
1,717
+270
| +19% | +$57.4K | 0.18% | 122 |
|
|
2024
Q3 | $323K | Buy |
+1,447
| New | +$323K | 0.16% | 139 |
|
|
2023
Q2 | – | Sell |
-1,813
| Closed | -$302K | – | 196 |
|
|
2023
Q1 | $302K | Buy |
1,813
+79
| +5% | +$13.2K | 0.18% | 137 |
|
|
2022
Q4 | $287K | Buy |
1,734
+97
| +6% | +$16.1K | 0.18% | 135 |
|
|
2022
Q3 | $244K | Buy |
1,637
+108
| +7% | +$16.1K | 0.17% | 143 |
|
|
2022
Q2 | $237K | Buy |
+1,529
| New | +$237K | 0.16% | 158 |
|