Mather Group’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 | $466K | Sell |
2,131
-39
| -2% | -$8.53K | 0.01% | 403 |
|
|
2025
Q1 | $530K | Sell |
2,170
-54
| -2% | -$13.2K | 0.01% | 368 |
|
|
2024
Q4 | $472K | Buy |
2,224
+110
| +5% | +$23.4K | 0.01% | 376 |
|
|
2024
Q3 | $472K | Buy |
2,114
+136
| +7% | +$30.3K | 0.01% | 378 |
|
|
2024
Q2 | $407K | Buy |
1,978
+348
| +21% | +$71.7K | 0.01% | 460 |
|
|
2024
Q1 | $309K | Sell |
1,630
-224
| -12% | -$42.4K | ﹤0.01% | 435 |
|
|
2023
Q4 | $351K | Buy |
1,854
+75
| +4% | +$14.2K | 0.01% | 416 |
|
|
2023
Q3 | $339K | Buy |
1,779
+147
| +9% | +$28K | 0.01% | 411 |
|
|
2023
Q2 | $307K | Buy |
+1,632
| New | +$307K | ﹤0.01% | 454 |
|