Lindenwold Advisors’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 | $3.26M | Buy |
14,932
+508
| +4% | +$111K | 1.7% | 16 |
|
|
2025
Q1 | $3.52M | Buy |
14,424
+413
| +3% | +$101K | 1.96% | 14 |
|
|
2024
Q4 | $2.98M | Sell |
14,011
-950
| -6% | -$202K | 1.59% | 15 |
|
|
2024
Q3 | $3.34M | Buy |
14,961
+157
| +1% | +$35K | 1.68% | 15 |
|
|
2024
Q2 | $3.12M | Sell |
14,804
-80
| -0.5% | -$16.9K | 1.67% | 15 |
|
|
2024
Q1 | $3.07M | Sell |
14,884
-176
| -1% | -$36.3K | 1.64% | 15 |
|
|
2023
Q4 | $2.85M | Sell |
15,060
-32
| -0.2% | -$6.06K | 1.62% | 16 |
|
|
2023
Q3 | $2.87M | Buy |
15,092
+437
| +3% | +$83.2K | 1.79% | 13 |
|
|
2023
Q2 | $2.76M | Sell |
14,655
-2,911
| -17% | -$548K | 1.69% | 14 |
|
|
2023
Q1 | $2.93M | Buy |
17,566
+76
| +0.4% | +$12.7K | 1.81% | 13 |
|
|
2022
Q4 | $2.89M | Buy |
17,490
+281
| +2% | +$46.5K | 1.94% | 12 |
|
|
2022
Q3 | $2.57M | Buy |
17,209
+255
| +2% | +$38.1K | 1.9% | 11 |
|
|
2022
Q2 | $2.63M | Buy |
16,954
+85
| +0.5% | +$13.2K | 1.87% | 12 |
|
|
2022
Q1 | $2.88M | Buy |
16,869
+456
| +3% | +$77.7K | 1.77% | 11 |
|
|
2021
Q4 | $2.85M | Buy |
+16,413
| New | +$2.85M | 1.67% | 12 |
|