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Hamilton Point Investment Advisors’s Marsh & McLennan MMC Stock Holding History

Hamilton Point Investment Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
5,079
-95
-2% -$20.8K 0.18% 71
2025
Q1 		$1.26M Buy
5,174
+425
+9% +$104K 0.23% 67
2024
Q4 		$1.01M Buy
4,749
+2,483
+110% +$527K 0.18% 69
2024
Q3 		$506K Buy
+2,266
New +$506K 0.09% 88