Harbour Trust & Investment Management’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 | $13.8M | Buy |
63,184
+2,249
| +4% | +$492K | 1.53% | 19 |
|
|
2025
Q1 | $14.9M | Sell |
60,935
-235
| -0.4% | -$57.3K | 1.8% | 15 |
|
|
2024
Q4 | $13M | Buy |
61,170
+874
| +1% | +$186K | 1.48% | 17 |
|
|
2024
Q3 | $13.5M | Sell |
60,296
-236
| -0.4% | -$52.6K | 1.53% | 18 |
|
|
2024
Q2 | $12.8M | Buy |
60,532
+186
| +0.3% | +$39.2K | 1.52% | 19 |
|
|
2024
Q1 | $12.4M | Buy |
60,346
+1,025
| +2% | +$211K | 1.56% | 20 |
|
|
2023
Q4 | $11.2M | Buy |
+59,321
| New | +$11.2M | 1.58% | 18 |
|