International Assets Investment 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 | – | Sell |
-1,313
| Closed | -$320K | – | 874 |
|
|
2025
Q1 | $320K | Sell |
1,313
-556
| -30% | -$136K | 0.03% | 550 |
|
|
2024
Q4 | $395K | Sell |
1,869
-425,895
| -100% | -$90M | 0.03% | 486 |
|
|
2024
Q3 | $1.92K | Buy |
427,764
+426,425
| +31,847% | +$1.91K | 0.01% | 917 |
|
|
2024
Q2 | $282K | Buy |
1,339
+119
| +10% | +$25.1K | 0.03% | 566 |
|
|
2024
Q1 | $249K | Sell |
1,220
-15
| -1% | -$3.06K | 0.03% | 595 |
|
|
2023
Q4 | $234K | Buy |
1,235
+176
| +17% | +$33.3K | 0.03% | 569 |
|
|
2023
Q3 | $204K | Buy |
+1,059
| New | +$204K | 0.03% | 487 |
|
|
2023
Q1 | – | Sell |
-1,245
| Closed | -$206K | – | 1291 |
|
|
2022
Q4 | $206K | Buy |
+1,245
| New | +$206K | 0.02% | 618 |
|
|
2021
Q2 | – | Sell |
-245
| Closed | -$29K | – | 1336 |
|
|
2021
Q1 | $29K | Hold |
245
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $29K | Buy |
+245
| New | +$29K | 0.01% | 1037 |
|