Empowered Funds’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 | $2.87M | Buy |
13,124
+130
| +1% | +$28.4K | 0.03% | 655 |
|
|
2025
Q1 | $3.17M | Buy |
12,994
+1,830
| +16% | +$447K | 0.05% | 523 |
|
|
2024
Q4 | $2.37M | Sell |
11,164
-2,773
| -20% | -$589K | 0.03% | 659 |
|
|
2024
Q3 | $3.11M | Buy |
13,937
+717
| +5% | +$160K | 0.05% | 511 |
|
|
2024
Q2 | $2.79M | Buy |
13,220
+1,416
| +12% | +$298K | 0.05% | 498 |
|
|
2024
Q1 | $2.43M | Buy |
11,804
+1,315
| +13% | +$271K | 0.04% | 542 |
|
|
2023
Q4 | $1.99M | Buy |
10,489
+5,316
| +103% | +$1.01M | 0.05% | 520 |
|
|
2023
Q3 | $984K | Buy |
5,173
+1,090
| +27% | +$207K | 0.03% | 670 |
|
|
2023
Q2 | $768K | Buy |
4,083
+1,630
| +66% | +$307K | 0.03% | 688 |
|
|
2023
Q1 | $409K | Buy |
2,453
+851
| +53% | +$142K | 0.02% | 419 |
|
|
2022
Q4 | $265K | Buy |
+1,602
| New | +$265K | 0.02% | 203 |
|