D'Orazio & 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 | $500K | Sell |
2,286
-60
| -3% | -$13.1K | 0.07% | 105 |
|
|
2025
Q1 | $572K | Buy |
2,346
+11
| +0.5% | +$2.68K | 0.09% | 85 |
|
|
2024
Q4 | $496K | Sell |
2,335
-14
| -0.6% | -$2.97K | 0.07% | 90 |
|
|
2024
Q3 | $524K | Buy |
2,349
+14
| +0.6% | +$3.12K | 0.07% | 86 |
|
|
2024
Q2 | $492K | Buy |
2,335
+221
| +10% | +$46.6K | 0.08% | 86 |
|
|
2024
Q1 | $435K | Buy |
2,114
+12
| +0.6% | +$2.47K | 0.07% | 91 |
|
|
2023
Q4 | $398K | Sell |
2,102
-58
| -3% | -$11K | 0.07% | 87 |
|
|
2023
Q3 | $411K | Buy |
2,160
+733
| +51% | +$139K | 0.09% | 77 |
|
|
2023
Q2 | $268K | Sell |
1,427
-420
| -23% | -$79K | 0.06% | 104 |
|
|
2023
Q1 | $308K | Sell |
1,847
-361
| -16% | -$60.1K | 0.08% | 89 |
|
|
2022
Q4 | $365K | Buy |
2,208
+117
| +6% | +$19.4K | 0.09% | 88 |
|
|
2022
Q3 | $312K | Buy |
2,091
+785
| +60% | +$117K | 0.09% | 85 |
|
|
2022
Q2 | $203K | Buy |
+1,306
| New | +$203K | 0.05% | 108 |
|
|
2021
Q4 | – | Sell |
-341
| Closed | -$52K | – | 461 |
|
|
2021
Q3 | $52K | Buy |
+341
| New | +$52K | 0.01% | 197 |
|
|
2019
Q2 | – | Sell |
-29
| Closed | -$3K | – | 358 |
|
|
2019
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 301 |
|