Fortitude Family Office’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 | $55.3K | Sell |
253
-6
| -2% | -$1.31K | 0.02% | 231 |
|
|
2025
Q1 | $63.2K | Sell |
259
-26
| -9% | -$6.35K | 0.02% | 194 |
|
|
2024
Q4 | $60.5K | Hold |
285
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $63.6K | Buy |
285
+45
| +19% | +$10K | 0.03% | 207 |
|
|
2024
Q2 | $50.6K | Buy |
240
+122
| +103% | +$25.7K | 0.03% | 171 |
|
|
2024
Q1 | $24.3K | Buy |
118
+42
| +55% | +$8.65K | 0.02% | 248 |
|
|
2023
Q4 | $14.4K | Buy |
+76
| New | +$14.4K | 0.01% | 353 |
|