Detalus Advisors’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 | $345K | Hold |
1,580
| – | – | 0.1% | 122 |
|
|
2025
Q1 | $386K | Buy |
1,580
+39
| +3% | +$9.52K | 0.12% | 102 |
|
|
2024
Q4 | $327K | Hold |
1,541
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $344K | Hold |
1,541
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $325K | Hold |
1,541
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $317K | Hold |
1,541
| – | – | 0.11% | 105 |
|
|
2023
Q4 | $292K | Hold |
1,541
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $293K | Hold |
1,541
| – | – | 0.14% | 104 |
|
|
2023
Q2 | $290K | Hold |
1,541
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $257K | Hold |
1,541
| – | – | 0.12% | 114 |
|
|
2022
Q4 | $255K | Buy |
+1,541
| New | +$255K | 0.12% | 112 |
|