Harvest Fund 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 | – | Sell |
-2,025
| Closed | -$494K | – | 706 |
|
|
2025
Q1 | $494K | Buy |
2,025
+654
| +48% | +$160K | 0.02% | 274 |
|
|
2024
Q4 | $291K | Sell |
1,371
-773
| -36% | -$164K | 0.01% | 415 |
|
|
2024
Q3 | $478K | Buy |
2,144
+1,535
| +252% | +$342K | 0.03% | 246 |
|
|
2024
Q2 | $128K | Hold |
609
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $125K | Sell |
609
-403
| -40% | -$82.7K | 0.01% | 396 |
|
|
2023
Q4 | $192K | Sell |
1,012
-2,387
| -70% | -$453K | 0.03% | 237 |
|
|
2023
Q3 | $647K | Buy |
3,399
+2,591
| +321% | +$493K | 0.11% | 99 |
|
|
2023
Q2 | $152K | Buy |
+808
| New | +$152K | 0.03% | 258 |
|
|
2022
Q1 | – | Sell |
-228
| Closed | -$39K | – | 772 |
|
|
2021
Q4 | $39K | Hold |
228
| – | – | 0.01% | 512 |
|
|
2021
Q3 | $34K | Buy |
+228
| New | +$34K | 0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-1,677
| Closed | -$196K | – | 849 |
|
|
2020
Q4 | $196K | Sell |
1,677
-717
| -30% | -$83.8K | 0.02% | 155 |
|
|
2020
Q3 | $276K | Hold |
2,394
| – | – | 0.02% | 120 |
|
|
2020
Q2 | $257K | Buy |
2,394
+1,086
| +83% | +$117K | 0.02% | 118 |
|
|
2020
Q1 | $112K | Buy |
1,308
+395
| +43% | +$33.8K | 0.01% | 187 |
|
|
2019
Q4 | $102K | Buy |
913
+351
| +62% | +$39.2K | 0.01% | 190 |
|
|
2019
Q3 | $56K | Hold |
562
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $56K | Hold |
562
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $53K | Hold |
562
| – | – | 0.01% | 267 |
|
|
2018
Q4 | $45K | Buy |
+562
| New | +$45K | 0.01% | 255 |
|