Merit Financial 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 | $4.62M | Buy |
21,138
+876
| +4% | +$192K | 0.05% | 300 |
|
|
2025
Q1 | $4.94M | Buy |
20,262
+2,877
| +17% | +$702K | 0.07% | 224 |
|
|
2024
Q4 | $3.69M | Buy |
17,385
+8,487
| +95% | +$1.8M | 0.07% | 233 |
|
|
2024
Q3 | $1.99M | Sell |
8,898
-3,022
| -25% | -$674K | 0.04% | 272 |
|
|
2024
Q2 | $2.51M | Sell |
11,920
-1,697
| -12% | -$358K | 0.06% | 235 |
|
|
2024
Q1 | $2.71M | Buy |
13,617
+6,486
| +91% | +$1.29M | 0.06% | 227 |
|
|
2023
Q4 | $1.35M | Sell |
7,131
-1,958
| -22% | -$371K | 0.04% | 256 |
|
|
2023
Q3 | $1.73M | Buy |
9,089
+3,220
| +55% | +$613K | 0.06% | 240 |
|
|
2023
Q2 | $1.1M | Buy |
5,869
+1,481
| +34% | +$279K | 0.04% | 316 |
|
|
2023
Q1 | $731K | Buy |
4,388
+1,222
| +39% | +$204K | 0.03% | 327 |
|
|
2022
Q4 | $524K | Buy |
+3,166
| New | +$524K | 0.02% | 407 |
|
|
2022
Q3 | – | Sell |
-3,139
| Closed | -$487K | – | 613 |
|
|
2022
Q2 | $487K | Buy |
+3,139
| New | +$487K | 0.02% | 358 |
|