Harbour 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
Q2 | $399K | Buy |
1,825
+572
| +46% | +$125K | 0.01% | 861 |
|
|
2025
Q1 | $306K | Buy |
1,253
+44
| +4% | +$10.7K | 0.01% | 913 |
|
|
2024
Q4 | $257K | Buy |
1,209
+25
| +2% | +$5.31K | 0.01% | 932 |
|
|
2024
Q3 | $264K | Sell |
1,184
-38
| -3% | -$8.48K | 0.01% | 899 |
|
|
2024
Q2 | $258K | Buy |
1,222
+214
| +21% | +$45.1K | 0.01% | 850 |
|
|
2024
Q1 | $208K | Buy |
1,008
+103
| +11% | +$21.2K | 0.01% | 910 |
|
|
2023
Q4 | $172K | Buy |
905
+64
| +8% | +$12.1K | 0.01% | 919 |
|
|
2023
Q3 | $160K | Sell |
841
-6
| -0.7% | -$1.14K | 0.01% | 866 |
|
|
2023
Q2 | $159K | Buy |
847
+10
| +1% | +$1.88K | 0.01% | 882 |
|
|
2023
Q1 | $139K | Sell |
837
-5
| -0.6% | -$833 | 0.01% | 902 |
|
|
2022
Q4 | $139K | Buy |
842
+57
| +7% | +$9.43K | 0.01% | 872 |
|
|
2022
Q3 | $122K | Hold |
785
| – | – | 0.01% | 887 |
|
|
2022
Q2 | $122K | Buy |
+785
| New | +$122K | 0.01% | 887 |
|
|
2021
Q4 | $118K | Sell |
678
-895
| -57% | -$156K | 0.01% | 901 |
|
|
2021
Q3 | $238K | Buy |
1,573
+233
| +17% | +$35.3K | 0.01% | 939 |
|
|
2021
Q2 | $189K | Buy |
1,340
+215
| +19% | +$30.3K | 0.01% | 1077 |
|
|
2021
Q1 | $137K | Buy |
+1,125
| New | +$137K | ﹤0.01% | 1153 |
|