Corient Private Wealth’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.1M | Buy |
403,247
+41,836
| +12% | +$9.14M | 0.09% | 187 |
|
|
2025
Q1 | $88.2M | Buy |
361,411
+369
| +0.1% | +$90K | 0.14% | 153 |
|
|
2024
Q4 | $76.7M | Sell |
361,042
-60,686
| -14% | -$12.9M | 0.13% | 166 |
|
|
2024
Q3 | $94.1M | Buy |
421,728
+94,453
| +29% | +$21.1M | 0.15% | 149 |
|
|
2024
Q2 | $69M | Sell |
327,275
-51,009
| -13% | -$10.7M | 0.12% | 175 |
|
|
2024
Q1 | $77.9M | Sell |
378,284
-382,954
| -50% | -$78.9M | 0.14% | 160 |
|
|
2023
Q4 | $144M | Buy |
761,238
+581,131
| +323% | +$110M | 0.27% | 84 |
|
|
2023
Q3 | $34.3M | Buy |
180,107
+9,950
| +6% | +$1.89M | 0.08% | 260 |
|
|
2023
Q2 | $32M | Sell |
170,157
-10,443
| -6% | -$1.96M | 0.07% | 253 |
|
|
2023
Q1 | $30.1M | Buy |
180,600
+11,770
| +7% | +$1.96M | 0.08% | 234 |
|
|
2022
Q4 | $27.9M | Buy |
+168,830
| New | +$27.9M | 0.1% | 217 |
|