Gladstone Institutional Advisory’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 | $409K | Buy |
1,869
+24
| +1% | +$5.25K | 0.02% | 548 |
|
|
2025
Q1 | $450K | Sell |
1,845
-183
| -9% | -$44.6K | 0.02% | 489 |
|
|
2024
Q4 | $431K | Sell |
2,028
-353
| -15% | -$75K | 0.02% | 502 |
|
|
2024
Q3 | $531K | Buy |
2,381
+10
| +0.4% | +$2.23K | 0.03% | 434 |
|
|
2024
Q2 | $500K | Sell |
2,371
-59
| -2% | -$12.4K | 0.03% | 421 |
|
|
2024
Q1 | $501K | Sell |
2,430
-558
| -19% | -$115K | 0.03% | 409 |
|
|
2023
Q4 | $566K | Sell |
2,988
-307
| -9% | -$58.2K | 0.03% | 396 |
|
|
2023
Q3 | $627K | Sell |
3,295
-267
| -7% | -$50.8K | 0.04% | 351 |
|
|
2023
Q2 | $670K | Sell |
3,562
-1,182
| -25% | -$222K | 0.04% | 349 |
|
|
2023
Q1 | $790K | Sell |
4,744
-1,028
| -18% | -$171K | 0.05% | 330 |
|
|
2022
Q4 | $955K | Buy |
5,772
+94
| +2% | +$15.6K | 0.07% | 285 |
|
|
2022
Q3 | $848K | Buy |
5,678
+218
| +4% | +$32.6K | 0.07% | 300 |
|
|
2022
Q2 | $848K | Buy |
5,460
+1,201
| +28% | +$187K | 0.07% | 308 |
|
|
2022
Q1 | $726K | Sell |
4,259
-2,567
| -38% | -$438K | 0.05% | 355 |
|
|
2021
Q4 | $1.19M | Sell |
6,826
-1,121
| -14% | -$195K | 0.09% | 248 |
|
|
2021
Q3 | $1.2M | Buy |
7,947
+2,295
| +41% | +$347K | 0.12% | 209 |
|
|
2021
Q2 | $795K | Buy |
+5,652
| New | +$795K | 0.09% | 223 |
|