Investment Partners’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 | $371K | Buy |
1,696
+6
| +0.4% | +$1.31K | 0.14% | 115 |
|
|
2025
Q1 | $412K | Buy |
1,690
+6
| +0.4% | +$1.46K | 0.17% | 110 |
|
|
2024
Q4 | $358K | Buy |
1,684
+59
| +4% | +$12.5K | 0.15% | 117 |
|
|
2024
Q3 | $363K | Sell |
1,625
-94
| -5% | -$21K | 0.15% | 114 |
|
|
2024
Q2 | $362K | Buy |
1,719
+102
| +6% | +$21.5K | 0.16% | 110 |
|
|
2024
Q1 | $333K | Buy |
1,617
+2
| +0.1% | +$412 | 0.15% | 115 |
|
|
2023
Q4 | $306K | Buy |
1,615
+3
| +0.2% | +$568 | 0.15% | 115 |
|
|
2023
Q3 | $307K | Buy |
+1,612
| New | +$307K | 0.16% | 108 |
|