Everett Harris & Co’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 | $310K | Buy |
1,417
+5
| +0.4% | +$1.09K | ﹤0.01% | 268 |
|
|
2025
Q1 | $345K | Hold |
1,412
| – | – | ﹤0.01% | 249 |
|
|
2024
Q4 | $300K | Buy |
1,412
+58
| +4% | +$12.3K | ﹤0.01% | 245 |
|
|
2024
Q3 | $302K | Hold |
1,354
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $285K | Buy |
1,354
+158
| +13% | +$33.3K | ﹤0.01% | 234 |
|
|
2024
Q1 | $246K | Hold |
1,196
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $227K | Sell |
1,196
-66
| -5% | -$12.5K | ﹤0.01% | 241 |
|
|
2023
Q3 | $240K | Buy |
1,262
+33
| +3% | +$6.28K | ﹤0.01% | 228 |
|
|
2023
Q2 | $231K | Hold |
1,229
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $205K | Hold |
1,229
| – | – | ﹤0.01% | 245 |
|
|
2022
Q4 | $203K | Buy |
+1,229
| New | +$203K | ﹤0.01% | 247 |
|
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$202K | – | 265 |
|
|
2022
Q2 | $202K | Buy |
+1,300
| New | +$202K | ﹤0.01% | 251 |
|