Fidelis Capital Partners’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 | $1.27M | Buy |
6,210
+19
| +0.3% | +$3.87K | 0.12% | 147 |
|
|
2025
Q1 | $1.36M | Buy |
6,191
+6
| +0.1% | +$1.32K | 0.14% | 117 |
|
|
2024
Q4 | $1.36M | Sell |
6,185
-574
| -8% | -$126K | 0.14% | 129 |
|
|
2024
Q3 | $1.51M | Sell |
6,759
-93
| -1% | -$20.8K | 0.18% | 101 |
|
|
2024
Q2 | $1.49M | Sell |
6,852
-590
| -8% | -$129K | 0.21% | 88 |
|
|
2024
Q1 | $1.53M | Buy |
7,442
+2,026
| +37% | +$417K | 0.23% | 82 |
|
|
2023
Q4 | $1.03M | Buy |
5,416
+1,262
| +30% | +$239K | 0.23% | 91 |
|
|
2023
Q3 | $791K | Buy |
4,154
+201
| +5% | +$38.3K | 0.27% | 82 |
|
|
2023
Q2 | $743K | Buy |
3,953
+367
| +10% | +$69K | 0.27% | 89 |
|
|
2023
Q1 | $643K | Buy |
+3,586
| New | +$643K | 0.27% | 92 |
|