Eagle Bay 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
Q1 | – | Sell |
-458
| Closed | -$97.3K | – | 638 |
|
|
2024
Q4 | $97.3K | Sell |
458
-12
| -3% | -$2.55K | 0.06% | 210 |
|
|
2024
Q3 | $105K | Buy |
470
+4
| +0.9% | +$892 | 0.04% | 275 |
|
|
2024
Q2 | $98.2K | Buy |
466
+8
| +2% | +$1.69K | 0.06% | 219 |
|
|
2024
Q1 | $94.3K | Buy |
458
+17
| +4% | +$3.5K | 0.06% | 223 |
|
|
2023
Q4 | $83.6K | Sell |
441
-9
| -2% | -$1.71K | 0.05% | 232 |
|
|
2023
Q3 | $85.6K | Sell |
450
-4
| -0.9% | -$761 | 0.04% | 285 |
|
|
2023
Q2 | $85.4K | Buy |
454
+18
| +4% | +$3.39K | 0.05% | 248 |
|
|
2023
Q1 | $72.6K | Sell |
436
-16
| -4% | -$2.67K | 0.04% | 309 |
|
|
2022
Q4 | $74.8K | Sell |
452
-31
| -6% | -$5.13K | 0.04% | 299 |
|
|
2022
Q3 | $72K | Hold |
483
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $75K | Buy |
+483
| New | +$75K | 0.05% | 266 |
|
|
2022
Q1 | – | Sell |
-529
| Closed | -$92K | – | 690 |
|
|
2021
Q4 | $92K | Sell |
529
-589
| -53% | -$102K | 0.06% | 195 |
|
|
2021
Q3 | $170K | Buy |
1,118
+528
| +89% | +$80.3K | 0.1% | 138 |
|
|
2021
Q2 | $85K | Buy |
+590
| New | +$85K | 0.07% | 185 |
|