McRae Capital Management’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 | $623K | Sell |
2,849
-50
| -2% | -$10.9K | 0.13% | 58 |
|
|
2025
Q1 | $708K | Hold |
2,899
| – | – | 0.15% | 56 |
|
|
2024
Q4 | $616K | Hold |
2,899
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $647K | Hold |
2,899
| – | – | 0.13% | 57 |
|
|
2024
Q2 | $611K | Buy |
2,899
+196
| +7% | +$41.3K | 0.14% | 57 |
|
|
2024
Q1 | $557K | Buy |
+2,703
| New | +$557K | 0.12% | 63 |
|