GLOBALT Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,754
| Closed | -$373K | – | 206 |
|
|
2024
Q4 | $373K | Sell |
1,754
-72
| -4% | -$15.3K | 0.01% | 187 |
|
|
2024
Q3 | $407K | Sell |
1,826
-8
| -0.4% | -$1.79K | 0.02% | 186 |
|
|
2024
Q2 | $386K | Sell |
1,834
-34
| -2% | -$7.16K | 0.02% | 188 |
|
|
2024
Q1 | $385K | Sell |
1,868
-172
| -8% | -$35.4K | 0.02% | 185 |
|
|
2023
Q4 | $387K | Buy |
+2,040
| New | +$387K | 0.02% | 186 |
|