Dillon & Associates’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 | $398K | Buy |
1,817
+17
| +0.9% | +$3.72K | 0.05% | 61 |
|
|
2025
Q1 | $439K | Hold |
1,800
| – | – | 0.07% | 61 |
|
|
2024
Q4 | $382K | Hold |
1,800
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $401K | Hold |
1,800
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $380K | Hold |
1,800
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $371K | Buy |
1,800
+300
| +20% | +$61.8K | 0.06% | 67 |
|
|
2023
Q4 | $284K | Hold |
1,500
| – | – | 0.05% | 71 |
|
|
2023
Q3 | $285K | Sell |
1,500
-17
| -1% | -$3.23K | 0.05% | 70 |
|
|
2023
Q2 | $285K | Hold |
1,517
| – | – | 0.05% | 70 |
|
|
2023
Q1 | $253K | Hold |
1,517
| – | – | 0.05% | 73 |
|
|
2022
Q4 | $250K | Sell |
1,517
-11
| -0.7% | -$1.81K | 0.05% | 70 |
|
|
2022
Q3 | $228K | Hold |
1,528
| – | – | 0.05% | 68 |
|
|
2022
Q2 | $237K | Hold |
1,528
| – | – | 0.05% | 68 |
|
|
2022
Q1 | $260K | Sell |
1,528
-20
| -1% | -$3.4K | 0.05% | 68 |
|
|
2021
Q4 | $269K | Hold |
1,548
| – | – | 0.05% | 67 |
|
|
2021
Q3 | $234K | Buy |
1,548
+20
| +1% | +$3.02K | 0.04% | 67 |
|
|
2021
Q2 | $215K | Buy |
+1,528
| New | +$215K | 0.04% | 68 |
|