Evergreen Capital Management’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 | $424K | Sell |
1,939
-59
| -3% | -$12.9K | 0.01% | 633 |
|
|
2025
Q1 | $488K | Buy |
1,998
+159
| +9% | +$38.8K | 0.02% | 519 |
|
|
2024
Q4 | $391K | Sell |
1,839
-73
| -4% | -$15.5K | 0.01% | 607 |
|
|
2024
Q3 | $427K | Buy |
1,912
+121
| +7% | +$27K | 0.01% | 571 |
|
|
2024
Q2 | $377K | Buy |
1,791
+274
| +18% | +$57.7K | 0.01% | 566 |
|
|
2024
Q1 | $312K | Buy |
1,517
+103
| +7% | +$21.2K | 0.01% | 613 |
|
|
2023
Q4 | $268K | Sell |
1,414
-110
| -7% | -$20.8K | 0.01% | 644 |
|
|
2023
Q3 | $290K | Buy |
1,524
+38
| +3% | +$7.23K | 0.01% | 564 |
|
|
2023
Q2 | $279K | Buy |
1,486
+73
| +5% | +$13.7K | 0.01% | 589 |
|
|
2023
Q1 | $235K | Buy |
1,413
+13
| +0.9% | +$2.17K | 0.01% | 606 |
|
|
2022
Q4 | $232K | Buy |
+1,400
| New | +$232K | 0.01% | 562 |
|