Institutional & Family Asset Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $37.3K | Sell |
177
-12
| -6% | -$2.53K | 0.01% | 267 |
|
|
2024
Q1 | $38.9K | Sell |
189
-1
| -0.5% | -$206 | 0.01% | 260 |
|
|
2023
Q4 | $36K | Hold |
190
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $36.2K | Sell |
190
-12
| -6% | -$2.28K | 0.01% | 241 |
|
|
2023
Q2 | $38K | Sell |
202
-1
| -0.5% | -$188 | 0.01% | 247 |
|
|
2023
Q1 | $33.8K | Buy |
203
+41
| +25% | +$6.83K | 0.01% | 250 |
|
|
2022
Q4 | $26.8K | Buy |
+162
| New | +$26.8K | ﹤0.01% | 276 |
|