Congress Asset Management’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 | $456K | Hold |
2,087
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $509K | Hold |
2,087
| – | – | ﹤0.01% | 326 |
|
|
2024
Q4 | $443K | Hold |
2,087
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $466K | Hold |
2,087
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $440K | Hold |
2,087
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $430K | Hold |
2,087
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $395K | Hold |
2,087
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $397K | Buy |
+2,087
| New | +$397K | ﹤0.01% | 347 |
|