Frank Rimerman Advisors’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 | $742K | Sell |
3,395
-400
| -11% | -$87.5K | 0.05% | 269 |
|
|
2025
Q1 | $926K | Buy |
3,795
+205
| +6% | +$50K | 0.07% | 207 |
|
|
2024
Q4 | $763K | Sell |
3,590
-4
| -0.1% | -$850 | 0.06% | 232 |
|
|
2024
Q3 | $802K | Buy |
3,594
+179
| +5% | +$39.9K | 0.06% | 249 |
|
|
2024
Q2 | $720K | Buy |
3,415
+3,386
| +11,676% | +$713K | 0.05% | 269 |
|
|
2024
Q1 | $5.97K | Hold |
29
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $5.5K | Buy |
+29
| New | +$5.5K | ﹤0.01% | 195 |
|