Empirical Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,934
| Closed | -$83.7K | – | 404 |
|
|
2024
Q4 | $83.7K | Buy |
22,934
+5,126
| +29% | +$18.7K | 0.03% | 352 |
|
|
2024
Q3 | $81.5K | Buy |
17,808
+88
| +0.5% | +$403 | 0.03% | 284 |
|
|
2024
Q2 | $59.5K | Buy |
17,720
+15,400
| +664% | +$51.7K | 0.02% | 328 |
|
|
2024
Q1 | $478K | Buy |
+2,320
| New | +$478K | 0.23% | 114 |
|