Kinloch Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $196K | Buy |
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