Graypoint LLC’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 | $823K | Buy |
3,764
+81
| +2% | +$17.7K | 0.05% | 245 |
|
|
2025
Q1 | $899K | Buy |
3,683
+143
| +4% | +$34.9K | 0.06% | 218 |
|
|
2024
Q4 | $752K | Sell |
3,540
-177
| -5% | -$37.6K | 0.05% | 232 |
|
|
2024
Q3 | $829K | Buy |
3,717
+355
| +11% | +$79.2K | 0.05% | 217 |
|
|
2024
Q2 | $708K | Sell |
3,362
-76
| -2% | -$16K | 0.05% | 223 |
|
|
2024
Q1 | $708K | Buy |
3,438
+35
| +1% | +$7.21K | 0.05% | 223 |
|
|
2023
Q4 | $645K | Sell |
3,403
-201
| -6% | -$38.1K | 0.05% | 217 |
|
|
2023
Q3 | $686K | Buy |
3,604
+67
| +2% | +$12.7K | 0.06% | 195 |
|
|
2023
Q2 | $665K | Buy |
3,537
+368
| +12% | +$69.2K | 0.07% | 179 |
|
|
2023
Q1 | $528K | Buy |
3,169
+292
| +10% | +$48.6K | 0.06% | 195 |
|
|
2022
Q4 | $476K | Sell |
2,877
-92
| -3% | -$15.2K | 0.06% | 198 |
|
|
2022
Q3 | $443K | Buy |
2,969
+492
| +20% | +$73.4K | 0.06% | 196 |
|
|
2022
Q2 | $385K | Buy |
2,477
+255
| +11% | +$39.6K | 0.05% | 211 |
|
|
2022
Q1 | $379K | Buy |
2,222
+150
| +7% | +$25.6K | 0.04% | 240 |
|
|
2021
Q4 | $360K | Sell |
2,072
-176
| -8% | -$30.6K | 0.04% | 233 |
|
|
2021
Q3 | $340K | Buy |
2,248
+54
| +2% | +$8.17K | 0.04% | 206 |
|
|
2021
Q2 | $309K | Buy |
2,194
+357
| +19% | +$50.3K | 0.04% | 204 |
|
|
2021
Q1 | $224K | Buy |
+1,837
| New | +$224K | 0.03% | 219 |
|