Drake & 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 | $2.71M | Buy |
12,391
+4,545
| +58% | +$994K | 0.66% | 28 |
|
|
2025
Q1 | $1.91M | Buy |
7,846
+1,616
| +26% | +$394K | 0.54% | 25 |
|
|
2024
Q4 | $1.42M | Buy |
6,230
+3,279
| +111% | +$746K | 0.4% | 29 |
|
|
2024
Q3 | $658K | Buy |
2,951
+506
| +21% | +$113K | 0.21% | 34 |
|
|
2024
Q2 | $515K | Buy |
2,445
+164
| +7% | +$34.6K | 0.18% | 37 |
|
|
2024
Q1 | $470K | Buy |
2,281
+35
| +2% | +$7.21K | 0.17% | 46 |
|
|
2023
Q4 | $426K | Sell |
2,246
-342
| -13% | -$64.8K | 0.17% | 48 |
|
|
2023
Q3 | $492K | Buy |
2,588
+301
| +13% | +$57.3K | 0.22% | 36 |
|
|
2023
Q2 | $430K | Sell |
2,287
-21
| -0.9% | -$3.95K | 0.19% | 41 |
|
|
2023
Q1 | $384K | Buy |
2,308
+79
| +4% | +$13.2K | 0.19% | 37 |
|
|
2022
Q4 | $369K | Buy |
2,229
+329
| +17% | +$54.4K | 0.2% | 42 |
|
|
2022
Q3 | $284K | Buy |
1,900
+275
| +17% | +$41.1K | 0.16% | 38 |
|
|
2022
Q2 | $252K | Buy |
+1,625
| New | +$252K | 0.14% | 47 |
|