Inscription Capital’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 |
-1,395
| Closed | -$287K | – | 531 |
|
|
2025
Q1 | $287K | Buy |
+1,395
| New | +$287K | 0.05% | 254 |
|
|
2024
Q3 | $314K | Buy |
1,409
+14
| +1% | +$3.12K | 0.05% | 264 |
|
|
2024
Q2 | $294K | Hold |
1,395
| – | – | 0.05% | 250 |
|
|
2024
Q1 | $287K | Sell |
1,395
-20
| -1% | -$4.12K | 0.05% | 254 |
|
|
2023
Q4 | $268K | Hold |
1,415
| – | – | 0.07% | 175 |
|
|
2023
Q3 | $269K | Sell |
1,415
-740
| -34% | -$141K | 0.09% | 155 |
|
|
2023
Q2 | $405K | Hold |
2,155
| – | – | 0.13% | 125 |
|
|
2023
Q1 | $359K | Hold |
2,155
| – | – | 0.09% | 145 |
|
|
2022
Q4 | $357K | Hold |
2,155
| – | – | 0.12% | 138 |
|
|
2022
Q3 | $322K | Hold |
2,155
| – | – | 0.09% | 147 |
|
|
2022
Q2 | $335K | Sell |
2,155
-470
| -18% | -$73.1K | 0.06% | 195 |
|
|
2022
Q1 | $447K | Hold |
2,625
| – | – | 0.13% | 126 |
|
|
2021
Q4 | $456K | Buy |
2,625
+740
| +39% | +$129K | 0.12% | 145 |
|
|
2021
Q3 | $285K | Buy |
+1,885
| New | +$285K | 0.09% | 175 |
|
|
2021
Q2 | – | Sell |
-1,885
| Closed | -$230K | – | 363 |
|
|
2021
Q1 | $230K | Sell |
1,885
-137
| -7% | -$16.7K | 0.08% | 171 |
|
|
2020
Q4 | $237K | Sell |
2,022
-1,960
| -49% | -$230K | 0.09% | 157 |
|
|
2020
Q3 | $457K | Hold |
3,982
| – | – | 0.2% | 94 |
|
|
2020
Q2 | $428K | Sell |
3,982
-1,156
| -22% | -$124K | 0.24% | 81 |
|
|
2020
Q1 | $444K | Hold |
5,138
| – | – | 0.3% | 70 |
|
|
2019
Q4 | $572K | Sell |
5,138
-915
| -15% | -$102K | 0.25% | 81 |
|
|
2019
Q3 | $606K | Sell |
6,053
-582
| -9% | -$58.3K | 0.33% | 76 |
|
|
2019
Q2 | $638K | Sell |
6,635
-89
| -1% | -$8.56K | 0.48% | 47 |
|
|
2019
Q1 | $631K | Buy |
6,724
+90
| +1% | +$8.45K | 0.33% | 55 |
|
|
2018
Q4 | $529K | Buy |
+6,634
| New | +$529K | 0.29% | 62 |
|