JSAM
J. Safra Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-239
| Closed | -$50.7K | – | 345 |
|
|
2024
Q4 | $50.7K | Buy |
+239
| New | +$50.7K | ﹤0.01% | 194 |
|
|
2024
Q1 | – | Sell |
-580
| Closed | -$110K | – | 175 |
|
|
2023
Q4 | $110K | Sell |
580
-160
| -22% | -$30.3K | 0.02% | 68 |
|
|
2023
Q3 | $141K | Hold |
740
| – | – | 0.02% | 53 |
|
|
2023
Q2 | $139K | Hold |
740
| – | – | 0.02% | 64 |
|
|
2023
Q1 | $123K | Buy |
+740
| New | +$123K | 0.02% | 70 |
|
|
2022
Q3 | – | Sell |
-88
| Closed | – | – | 78 |
|
|
2022
Q2 | $0 | Sell |
88
-8
| -8% | – | ﹤0.01% | 100 |
|
|
2022
Q1 | $0 | Buy |
+96
| New | – | ﹤0.01% | 103 |
|