Fulton Breakefield Broenniman’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 | $14.4M | Sell |
65,710
-468
| -0.7% | -$102K | 0.97% | 34 |
|
|
2025
Q1 | $16.1M | Sell |
66,178
-1,267
| -2% | -$309K | 1.17% | 27 |
|
|
2024
Q4 | $14.3M | Sell |
67,445
-429
| -0.6% | -$91.1K | 1.02% | 30 |
|
|
2024
Q3 | $15.1M | Sell |
67,874
-661
| -1% | -$147K | 1.06% | 33 |
|
|
2024
Q2 | $14.4M | Sell |
68,535
-404
| -0.6% | -$85.1K | 1.07% | 36 |
|
|
2024
Q1 | $14.2M | Buy |
68,939
+2,330
| +3% | +$480K | 1.09% | 35 |
|
|
2023
Q4 | $12.6M | Buy |
66,609
+1,207
| +2% | +$229K | 1.02% | 41 |
|
|
2023
Q3 | $12.4M | Buy |
65,402
+1,431
| +2% | +$272K | 1.08% | 40 |
|
|
2023
Q2 | $12M | Buy |
63,971
+1,421
| +2% | +$267K | 1% | 44 |
|
|
2023
Q1 | $10.4M | Buy |
62,550
+59,589
| +2,012% | +$9.92M | 0.89% | 47 |
|
|
2022
Q4 | $490K | Buy |
2,961
+50
| +2% | +$8.27K | 0.04% | 113 |
|
|
2022
Q3 | $435K | Sell |
2,911
-92
| -3% | -$13.7K | 0.04% | 108 |
|
|
2022
Q2 | $466K | Sell |
3,003
-87
| -3% | -$13.5K | 0.04% | 113 |
|
|
2022
Q1 | $527K | Buy |
+3,090
| New | +$527K | 0.05% | 103 |
|