Gryphon Financial Partners’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 | $653K | Buy |
2,987
+596
| +25% | +$130K | 0.09% | 157 |
|
|
2025
Q1 | $583K | Buy |
2,391
+404
| +20% | +$98.6K | 0.08% | 148 |
|
|
2024
Q4 | $422K | Sell |
1,987
-82
| -4% | -$17.4K | 0.06% | 170 |
|
|
2024
Q3 | $462K | Buy |
2,069
+380
| +22% | +$84.8K | 0.06% | 180 |
|
|
2024
Q2 | $356K | Buy |
1,689
+616
| +57% | +$130K | 0.05% | 201 |
|
|
2024
Q1 | $221K | Sell |
1,073
-54
| -5% | -$11.1K | 0.04% | 240 |
|
|
2023
Q4 | $203K | Buy |
1,127
+67
| +6% | +$12K | 0.04% | 222 |
|
|
2023
Q3 | $202K | Sell |
1,060
-14
| -1% | -$2.67K | 0.05% | 180 |
|
|
2023
Q2 | $202K | Buy |
+1,074
| New | +$202K | 0.04% | 188 |
|
|
2023
Q1 | – | Sell |
-1,509
| Closed | -$250K | – | 203 |
|
|
2022
Q4 | $250K | Sell |
1,509
-53
| -3% | -$8.77K | 0.06% | 167 |
|
|
2022
Q3 | $233K | Buy |
1,562
+250
| +19% | +$37.3K | 0.06% | 164 |
|
|
2022
Q2 | $203K | Buy |
+1,312
| New | +$203K | 0.05% | 175 |
|
|
2018
Q3 | – | Sell |
-246
| Closed | -$20K | – | 591 |
|
|
2018
Q2 | $20K | Hold |
246
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $20K | Hold |
246
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $20K | Buy |
+246
| New | +$20K | 0.01% | 400 |
|