Keel Point’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 | $534K | Buy |
2,442
+150
| +7% | +$32.8K | 0.04% | 279 |
|
|
2025
Q1 | $559K | Buy |
2,292
+554
| +32% | +$135K | 0.04% | 226 |
|
|
2024
Q4 | $369K | Sell |
1,738
-320
| -16% | -$68K | 0.03% | 286 |
|
|
2024
Q3 | $459K | Sell |
2,058
-5
| -0.2% | -$1.12K | 0.04% | 254 |
|
|
2024
Q2 | $449K | Buy |
2,063
+619
| +43% | +$135K | 0.04% | 251 |
|
|
2024
Q1 | $297K | Buy |
1,444
+148
| +11% | +$30.5K | 0.03% | 284 |
|
|
2023
Q4 | $246K | Buy |
1,296
+135
| +12% | +$25.6K | 0.03% | 293 |
|
|
2023
Q3 | $221K | Buy |
1,161
+25
| +2% | +$4.76K | 0.03% | 282 |
|
|
2023
Q2 | $214K | Buy |
+1,136
| New | +$214K | 0.03% | 300 |
|