Global Retirement Partners’s Marsh & McLennan MMC Stock Holding History

Global Retirement Partners’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Buy	+4,867	New	+$1.06M	0.03%	496
2024 Q4	$1.22M	Buy	5,725 +62	+1%	+$13.2K	0.03%	402
2024 Q3	$1.26M	Buy	5,663 +25	+0.4%	+$5.58K	0.04%	381
2024 Q2	$1.19M	Buy	5,638 +836	+17%	+$176K	0.04%	390
2024 Q1	$989K	Buy	4,802 +3	+0.1%	+$618	0.04%	365
2023 Q4	$939K	Buy	4,799 +106	+2%	+$20.7K	0.04%	353
2023 Q3	$897K	Buy	4,693 +26	+0.6%	+$4.97K	0.05%	329
2023 Q2	$878K	Sell	4,667 -27	-0.6%	-$5.08K	0.04%	336
2023 Q1	$835K	Buy	4,694 +860	+22%	+$153K	0.04%	335
2022 Q4	$635K	Sell	3,834 -104	-3%	-$17.2K	0.04%	339
2022 Q3	$636K	Buy	3,938 +65	+2%	+$10.5K	0.05%	326
2022 Q2	$601K	Buy	3,873 +49	+1%	+$7.6K	0.05%	334
2022 Q1	$587K	Buy	+3,824	New	+$587K	0.05%	331
2021 Q4	–	Sell	-3,747	Closed	-$567K	–	1197
2021 Q3	$567K	Sell	3,747 -27	-0.7%	-$4.09K	0.06%	279
2021 Q2	$531K	Buy	3,774 +18	+0.5%	+$2.53K	0.05%	281
2021 Q1	$458K	Buy	3,756 +43	+1%	+$5.24K	0.05%	272
2020 Q4	$434K	Hold	3,713	–	–	0.05%	257
2020 Q3	$426K	Sell	3,713 -783	-17%	-$89.8K	0.06%	247
2020 Q2	$483K	Buy	4,496 +137	+3%	+$14.7K	0.08%	225
2020 Q1	$377K	Buy	4,359 +140	+3%	+$12.1K	0.07%	228
2019 Q4	$470K	Hold	4,219	–	–	0.07%	237
2019 Q3	$422K	Sell	4,219 -44	-1%	-$4.4K	0.07%	237
2019 Q2	$425K	Sell	4,263 -16	-0.4%	-$1.6K	0.08%	208
2019 Q1	$402K	Buy	4,279 +123	+3%	+$11.6K	0.1%	187
2018 Q4	$331K	Buy	4,156 +357	+9%	+$28.4K	0.08%	216
2018 Q3	$314K	Sell	3,799 -1,000	-21%	-$82.7K	0.07%	230
2018 Q2	$393K	Hold	4,799	–	–	0.1%	195
2018 Q1	$396K	Buy	4,799 +25	+0.5%	+$2.06K	0.11%	187
2017 Q4	$389K	Buy	4,774 +3,774	+377%	+$308K	0.11%	177
2017 Q3	$84K	Hold	1,000	–	–	0.03%	341
2017 Q2	$78K	Sell	1,000 -12	-1%	-$936	0.04%	336
2017 Q1	$75K	Buy	1,012 +12	+1%	+$889	0.04%	326
2016 Q4	$68K	Buy	+1,000	New	+$68K	0.05%	308