Islay Capital 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 | $98.4K | Hold |
450
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $110K | Hold |
450
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $95.6K | Hold |
450
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $100K | Hold |
450
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $94.8K | Hold |
450
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $92.7K | Hold |
450
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $85.3K | Hold |
450
| – | – | 0.07% | 114 |
|
|
2023
Q3 | $85.6K | Hold |
450
| – | – | 0.07% | 112 |
|
|
2023
Q2 | $84.6K | Hold |
450
| – | – | 0.07% | 110 |
|
|
2023
Q1 | $74.9K | Hold |
450
| – | – | 0.07% | 115 |
|
|
2022
Q4 | $74.5K | Hold |
450
| – | – | 0.09% | 107 |
|
|
2022
Q3 | $67K | Hold |
450
| – | – | 0.08% | 115 |
|
|
2022
Q2 | $70K | Hold |
450
| – | – | 0.07% | 169 |
|
|
2022
Q1 | $77K | Hold |
450
| – | – | 0.06% | 175 |
|
|
2021
Q4 | $78K | Hold |
450
| – | – | 0.06% | 172 |
|
|
2021
Q3 | $68K | Hold |
450
| – | – | 0.05% | 192 |
|
|
2021
Q2 | $63K | Hold |
450
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $55K | Hold |
450
| – | – | 0.05% | 178 |
|
|
2020
Q4 | $53K | Buy |
450
+100
| +29% | +$11.8K | 0.05% | 170 |
|
|
2020
Q3 | $40K | Hold |
350
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $38K | Sell |
350
-150
| -30% | -$16.3K | 0.04% | 177 |
|
|
2020
Q1 | $43K | Sell |
500
-200
| -29% | -$17.2K | 0.06% | 157 |
|
|
2019
Q4 | $78K | Buy |
+700
| New | +$78K | 0.07% | 139 |
|