Gries Financial’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 | $1.45M | Sell |
6,617
-306
| -4% | -$66.9K | 0.26% | 95 |
|
|
2025
Q1 | $1.69M | Buy |
6,923
+249
| +4% | +$60.8K | 0.33% | 76 |
|
|
2024
Q4 | $1.42M | Buy |
6,674
+504
| +8% | +$107K | 0.25% | 96 |
|
|
2024
Q3 | $1.38M | Buy |
6,170
+517
| +9% | +$115K | 0.26% | 96 |
|
|
2024
Q2 | $1.19M | Sell |
5,653
-536
| -9% | -$113K | 0.25% | 96 |
|
|
2024
Q1 | $1.27M | Sell |
6,189
-303
| -5% | -$62.4K | 0.21% | 114 |
|
|
2023
Q4 | $1.23M | Buy |
6,492
+14
| +0.2% | +$2.65K | 0.27% | 88 |
|
|
2023
Q3 | $1.23M | Buy |
6,478
+348
| +6% | +$66.2K | 0.33% | 82 |
|
|
2023
Q2 | $1.15M | Hold |
6,130
| – | – | 0.32% | 80 |
|
|
2023
Q1 | $1.02M | Sell |
6,130
-80
| -1% | -$13.3K | 0.3% | 82 |
|
|
2022
Q4 | $1.03M | Hold |
6,210
| – | – | 0.34% | 79 |
|
|
2022
Q3 | $927K | Hold |
6,210
| – | – | 0.39% | 78 |
|
|
2022
Q2 | $964K | Hold |
6,210
| – | – | 0.46% | 64 |
|
|
2022
Q1 | $1.06M | Buy |
6,210
+21
| +0.3% | +$3.58K | 0.39% | 74 |
|
|
2021
Q4 | $1.08M | Buy |
6,189
+88
| +1% | +$15.3K | 0.44% | 63 |
|
|
2021
Q3 | $924K | Hold |
6,101
| – | – | 0.29% | 84 |
|
|
2021
Q2 | $908K | Hold |
6,101
| – | – | 0.29% | 80 |
|
|
2021
Q1 | $821K | Buy |
+6,101
| New | +$821K | 0.26% | 89 |
|