Knollwood Investment Advisory’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,430
Closed -$1.88M 362
2024
Q3
$1.88M Hold
8,430
0.2% 121
2024
Q2
$1.78M Buy
8,430
+2,889
+52% +$609K 0.2% 122
2024
Q1
$1.14M Hold
5,541
0.21% 94
2023
Q4
$1.05M Buy
+5,541
New +$1.05M 0.22% 94