InceptionR’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 |
-8,974
| Closed | -$1.91M | – | 728 |
|
|
2024
Q4 | $1.91M | Buy |
8,974
+5,347
| +147% | +$1.14M | 0.43% | 28 |
|
|
2024
Q3 | $809K | Buy |
+3,627
| New | +$809K | 0.2% | 193 |
|
|
2024
Q2 | – | Sell |
-1,911
| Closed | -$394K | – | 757 |
|
|
2024
Q1 | $394K | Buy |
1,911
+300
| +19% | +$61.8K | 0.1% | 350 |
|
|
2023
Q4 | $305K | Buy |
+1,611
| New | +$305K | 0.22% | 220 |
|
|
2023
Q2 | – | Sell |
-10,812
| Closed | -$1.8M | – | 555 |
|
|
2023
Q1 | $1.8M | Buy |
10,812
+8,333
| +336% | +$1.39M | 0.58% | 26 |
|
|
2022
Q4 | $410K | Buy |
+2,479
| New | +$410K | 0.22% | 206 |
|