Delta Financial Group’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 | $625K | Sell |
2,666
-42
| -2% | -$9.85K | 0.14% | 115 |
|
|
2024
Q4 | $575K | Buy |
+2,708
| New | +$575K | 0.13% | 114 |
|
|
2024
Q2 | – | Sell |
-3,062
| Closed | -$631K | – | 188 |
|
|
2024
Q1 | $631K | Hold |
3,062
| – | – | 0.19% | 100 |
|
|
2023
Q4 | $580K | Hold |
3,062
| – | – | 0.18% | 98 |
|
|
2023
Q3 | $583K | Buy |
+3,062
| New | +$583K | 0.2% | 89 |
|