Dover 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 | $678K | Sell |
3,102
-2,177
| -41% | -$476K | 0.3% | 83 |
|
|
2025
Q1 | $1.29M | Sell |
5,279
-95
| -2% | -$23.2K | 0.56% | 50 |
|
|
2024
Q4 | $1.14M | Sell |
5,374
-20
| -0.4% | -$4.25K | 0.65% | 52 |
|
|
2024
Q3 | $1.2M | Hold |
5,394
| – | – | 0.68% | 49 |
|
|
2024
Q2 | $1.14M | Hold |
5,394
| – | – | 0.7% | 47 |
|
|
2024
Q1 | $1.11M | Buy |
+5,394
| New | +$1.11M | 0.76% | 43 |
|
|
2023
Q4 | – | Sell |
-5,530
| Closed | -$1.05M | – | 95 |
|
|
2023
Q3 | $1.05M | Hold |
5,530
| – | – | 1.06% | 34 |
|
|
2023
Q2 | $1.04M | Hold |
5,530
| – | – | 0.92% | 34 |
|
|
2023
Q1 | $921K | Hold |
5,530
| – | – | 0.89% | 39 |
|
|
2022
Q4 | $915K | Buy |
+5,530
| New | +$915K | 0.99% | 35 |
|