Highview Capital 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
Q1 | – | Sell |
-6,204
| Closed | -$1.32M | – | 118 |
|
|
2024
Q4 | $1.32M | Buy |
6,204
+156
| +3% | +$33.1K | 0.51% | 50 |
|
|
2024
Q3 | $1.35M | Buy |
6,048
+293
| +5% | +$65.4K | 0.55% | 52 |
|
|
2024
Q2 | $1.21M | Buy |
5,755
+503
| +10% | +$106K | 0.5% | 59 |
|
|
2024
Q1 | $1.08M | Sell |
5,252
-162
| -3% | -$33.4K | 0.49% | 61 |
|
|
2023
Q4 | $1.03M | Buy |
+5,414
| New | +$1.03M | 0.55% | 52 |
|