Criterion Capital Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$998K Hold
4,735
0.63% 39
2024
Q3
$998K Hold
4,735
0.63% 39
2024
Q2
$998K Buy
4,735
+72
+2% +$15.2K 0.63% 39
2024
Q1
$961K Sell
4,663
-117
-2% -$24.1K 0.64% 39
2023
Q4
$906K Buy
+4,780
New +$906K 0.66% 37