Insigneo Advisory Services’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 | $304K | Buy |
1,391
+113
| +9% | +$24.7K | 0.03% | 456 |
|
|
2025
Q1 | $312K | Buy |
1,278
+82
| +7% | +$20K | 0.03% | 404 |
|
|
2024
Q4 | $254K | Sell |
1,196
-288
| -19% | -$61.2K | 0.03% | 459 |
|
|
2024
Q3 | $331K | Sell |
1,484
-389
| -21% | -$86.8K | 0.03% | 421 |
|
|
2024
Q2 | $405K | Buy |
1,873
+117
| +7% | +$25.3K | 0.05% | 339 |
|
|
2024
Q1 | $362K | Buy |
1,756
+157
| +10% | +$32.3K | 0.04% | 336 |
|
|
2023
Q4 | $303K | Buy |
1,599
+416
| +35% | +$78.8K | 0.04% | 328 |
|
|
2023
Q3 | $225K | Buy |
+1,183
| New | +$225K | 0.05% | 341 |
|