Kinloch Capital’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 | $366K | Hold |
1,672
| – | – | 0.17% | 59 |
|
|
2025
Q1 | $408K | Hold |
1,672
| – | – | 0.2% | 60 |
|
|
2024
Q4 | $355K | Hold |
1,672
| – | – | 0.18% | 61 |
|
|
2024
Q3 | $373K | Sell |
1,672
-23
| -1% | -$5.13K | 0.18% | 67 |
|
|
2024
Q2 | $357K | Sell |
1,695
-15
| -0.9% | -$3.16K | 0.19% | 63 |
|
|
2024
Q1 | $352K | Buy |
1,710
+28
| +2% | +$5.77K | 0.18% | 57 |
|
|
2023
Q4 | $319K | Hold |
1,682
| – | – | 0.2% | 60 |
|
|
2023
Q3 | $320K | Sell |
1,682
-24
| -1% | -$4.57K | 0.2% | 58 |
|
|
2023
Q2 | $321K | Sell |
1,706
-119
| -7% | -$22.4K | 0.19% | 54 |
|
|
2023
Q1 | $304K | Sell |
1,825
-52
| -3% | -$8.66K | 0.18% | 57 |
|
|
2022
Q4 | $311K | Sell |
1,877
-30
| -2% | -$4.97K | 0.18% | 51 |
|
|
2022
Q3 | $285K | Buy |
1,907
+233
| +14% | +$34.8K | 0.19% | 58 |
|
|
2022
Q2 | $260K | Sell |
1,674
-20
| -1% | -$3.11K | 0.17% | 62 |
|
|
2022
Q1 | $289K | Buy |
1,694
+22
| +1% | +$3.75K | 0.17% | 60 |
|
|
2021
Q4 | $291K | Hold |
1,672
| – | – | 0.18% | 56 |
|
|
2021
Q3 | $253K | Hold |
1,672
| – | – | 0.18% | 59 |
|
|
2021
Q2 | $235K | Hold |
1,672
| – | – | 0.17% | 62 |
|
|
2021
Q1 | $204K | Hold |
1,672
| – | – | 0.16% | 61 |
|
|
2020
Q4 | $196K | Buy |
+1,672
| New | +$196K | 0.17% | 62 |
|