Kearns & Associates’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 | $625K | Hold |
2,860
| – | – | 0.36% | 25 |
|
|
2025
Q1 | $698K | Hold |
2,860
| – | – | 0.45% | 21 |
|
|
2024
Q4 | $607K | Hold |
2,860
| – | – | 0.39% | 23 |
|
|
2024
Q3 | $638K | Hold |
2,860
| – | – | 0.42% | 21 |
|
|
2024
Q2 | $603K | Hold |
2,860
| – | – | 0.45% | 22 |
|
|
2024
Q1 | $589K | Hold |
2,860
| – | – | 0.46% | 22 |
|
|
2023
Q4 | $542K | Hold |
2,860
| – | – | 0.46% | 21 |
|
|
2023
Q3 | $544K | Hold |
2,860
| – | – | 0.51% | 18 |
|
|
2023
Q2 | $538K | Hold |
2,860
| – | – | 0.49% | 20 |
|
|
2023
Q1 | $476K | Hold |
2,860
| – | – | 0.47% | 20 |
|
|
2022
Q4 | $473K | Buy |
+2,860
| New | +$473K | 0.5% | 18 |
|