Means Investment Company’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 | $223K | Buy |
1,020
+1
| +0.1% | +$219 | 0.02% | 185 |
|
|
2025
Q1 | $249K | Sell |
1,019
-3
| -0.3% | -$732 | 0.03% | 175 |
|
|
2024
Q4 | $217K | Buy |
1,022
+1
| +0.1% | +$212 | 0.02% | 196 |
|
|
2024
Q3 | $228K | Buy |
1,021
+1
| +0.1% | +$223 | 0.03% | 190 |
|
|
2024
Q2 | $215K | Buy |
1,020
+1
| +0.1% | +$211 | 0.03% | 187 |
|
|
2024
Q1 | $210K | Buy |
+1,019
| New | +$210K | 0.03% | 192 |
|