Merrion Investment 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 | $444K | Hold |
2,031
| – | – | 0.29% | 68 |
|
|
2025
Q1 | $496K | Hold |
2,031
| – | – | 0.36% | 62 |
|
|
2024
Q4 | $431K | Hold |
2,031
| – | – | 0.3% | 66 |
|
|
2024
Q3 | $453K | Hold |
2,031
| – | – | 0.3% | 68 |
|
|
2024
Q2 | $428K | Hold |
2,031
| – | – | 0.29% | 66 |
|
|
2024
Q1 | $418K | Buy |
2,031
+500
| +33% | +$103K | 0.3% | 64 |
|
|
2023
Q4 | $290K | Hold |
1,531
| – | – | 0.23% | 76 |
|
|
2023
Q3 | $291K | Buy |
+1,531
| New | +$291K | 0.25% | 71 |
|
|
2021
Q1 | – | Sell |
-1,031
| Closed | -$121K | – | 176 |
|
|
2020
Q4 | $121K | Buy |
+1,031
| New | +$121K | 0.1% | 100 |
|