D.J. St. Germain’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 | $338K | Buy |
1,547
+62
| +4% | +$13.6K | 0.01% | 247 |
|
|
2025
Q1 | $362K | Buy |
1,485
+733
| +97% | +$179K | 0.02% | 226 |
|
|
2024
Q4 | $160K | Sell |
752
-25
| -3% | -$5.31K | 0.01% | 304 |
|
|
2024
Q3 | $173K | Sell |
777
-25
| -3% | -$5.58K | 0.01% | 281 |
|
|
2024
Q2 | $169K | Hold |
802
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $165K | Hold |
802
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $152K | Buy |
802
+102
| +15% | +$19.3K | 0.01% | 285 |
|
|
2023
Q3 | $133K | Hold |
700
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $132K | Buy |
+700
| New | +$132K | 0.01% | 275 |
|
|
2022
Q4 | $69.5K | Buy |
+420
| New | +$69.5K | 0.02% | 139 |
|