Foster Dykema Cabot & 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 | $386K | Buy |
1,767
+364
| +26% | +$79.6K | 0.03% | 88 |
|
|
2025
Q1 | $342K | Hold |
1,403
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $298K | Hold |
1,403
| – | – | 0.02% | 108 |
|
|
2024
Q3 | $313K | Buy |
1,403
+335
| +31% | +$74.7K | 0.03% | 101 |
|
|
2024
Q2 | $225K | Hold |
1,068
| – | – | 0.02% | 92 |
|
|
2024
Q1 | $220K | Hold |
1,068
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $202K | Buy |
+1,068
| New | +$202K | 0.02% | 88 |
|