HMS 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
Q2 | $228K | Hold |
1,043
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $233K | Hold |
1,043
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $222K | Hold |
1,043
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $233K | Hold |
1,043
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $220K | Hold |
1,043
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $215K | Buy |
+1,043
| New | +$215K | 0.12% | 107 |
|
|
2022
Q4 | – | Sell |
-1,453
| Closed | -$217K | – | 108 |
|
|
2022
Q3 | $217K | Sell |
1,453
-92
| -6% | -$13.7K | 0.13% | 112 |
|
|
2022
Q2 | $240K | Buy |
+1,545
| New | +$240K | 0.12% | 109 |
|
|
2019
Q3 | – | Sell |
-1,043
| Closed | -$104K | – | 170 |
|
|
2019
Q2 | $104K | Buy |
+1,043
| New | +$104K | 0.04% | 113 |
|