Genesee Capital 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 | $844K | Buy |
3,860
+34
| +0.9% | +$7.43K | 0.38% | 61 |
|
|
2025
Q1 | $934K | Buy |
3,826
+332
| +10% | +$81K | 0.47% | 51 |
|
|
2024
Q4 | $742K | Sell |
3,494
-77
| -2% | -$16.4K | 0.35% | 64 |
|
|
2024
Q3 | $797K | Sell |
3,571
-705
| -16% | -$157K | 0.38% | 59 |
|
|
2024
Q2 | $901K | Buy |
4,276
+45
| +1% | +$9.48K | 0.44% | 50 |
|
|
2024
Q1 | $872K | Buy |
+4,231
| New | +$872K | 0.48% | 50 |
|
|
2020
Q2 | – | Sell |
-14,861
| Closed | -$1.28M | – | 81 |
|
|
2020
Q1 | $1.28M | Sell |
14,861
-1,615
| -10% | -$140K | 1.23% | 28 |
|
|
2019
Q4 | $1.84M | Sell |
16,476
-185
| -1% | -$20.6K | 1.56% | 20 |
|
|
2019
Q3 | $1.67M | Buy |
16,661
+1,177
| +8% | +$118K | 1.54% | 19 |
|
|
2019
Q2 | $1.54M | Buy |
15,484
+5,675
| +58% | +$566K | 1.56% | 18 |
|
|
2019
Q1 | $921K | Buy |
+9,809
| New | +$921K | 1.11% | 23 |
|