Equitable Holdings’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 | $764K | Buy |
3,495
+496
| +17% | +$108K | 0.01% | 881 |
|
|
2025
Q1 | $732K | Buy |
2,999
+450
| +18% | +$110K | 0.01% | 805 |
|
|
2024
Q4 | $541K | Buy |
2,549
+477
| +23% | +$101K | 0.01% | 850 |
|
|
2024
Q3 | $462K | Buy |
2,072
+151
| +8% | +$33.7K | ﹤0.01% | 899 |
|
|
2024
Q2 | $405K | Buy |
1,921
+122
| +7% | +$25.7K | ﹤0.01% | 895 |
|
|
2024
Q1 | $371K | Buy |
+1,799
| New | +$371K | ﹤0.01% | 902 |
|