MGO One Seven’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 | $831K | Sell |
3,801
-1,501
| -28% | -$328K | 0.03% | 552 |
|
|
2025
Q1 | $1.29M | Sell |
5,302
-517
| -9% | -$126K | 0.05% | 377 |
|
|
2024
Q4 | $1.24M | Buy |
5,819
+940
| +19% | +$200K | 0.05% | 385 |
|
|
2024
Q3 | $1.09M | Sell |
4,879
-601
| -11% | -$134K | 0.05% | 381 |
|
|
2024
Q2 | $1.15M | Buy |
5,480
+410
| +8% | +$86.4K | 0.05% | 344 |
|
|
2024
Q1 | $1.04M | Buy |
5,070
+363
| +8% | +$74.8K | 0.05% | 337 |
|
|
2023
Q4 | $892K | Buy |
4,707
+163
| +4% | +$30.9K | 0.05% | 346 |
|
|
2023
Q3 | $865K | Sell |
4,544
-216
| -5% | -$41.1K | 0.07% | 301 |
|
|
2023
Q2 | $895K | Sell |
4,760
-467
| -9% | -$87.8K | 0.08% | 267 |
|
|
2023
Q1 | $871K | Buy |
5,227
+285
| +6% | +$47.5K | 0.06% | 326 |
|
|
2022
Q4 | $818K | Buy |
4,942
+919
| +23% | +$152K | 0.08% | 271 |
|
|
2022
Q3 | $600 | Buy |
4,023
+346
| +9% | +$52 | 0.02% | 348 |
|
|
2022
Q2 | $571K | Buy |
3,677
+108
| +3% | +$16.8K | 0.08% | 292 |
|
|
2022
Q1 | $608K | Sell |
3,569
-4,881
| -58% | -$832K | 0.07% | 324 |
|
|
2021
Q4 | $1.47M | Buy |
8,450
+2,642
| +45% | +$459K | 0.15% | 161 |
|
|
2021
Q3 | $969K | Buy |
5,808
+1,831
| +46% | +$305K | 0.12% | 207 |
|
|
2021
Q2 | $559K | Buy |
3,977
+1,839
| +86% | +$258K | 0.08% | 303 |
|
|
2021
Q1 | $260K | Buy |
+2,138
| New | +$260K | 0.04% | 449 |
|
|
2019
Q1 | – | Sell |
-1,073
| Closed | -$85K | – | 1156 |
|
|
2018
Q4 | $85K | Buy |
+1,073
| New | +$85K | 0.04% | 505 |
|
|
2018
Q1 | $37K | Hold |
442
| – | – | 0.02% | 681 |
|
|
2017
Q4 | $36K | Buy |
+442
| New | +$36K | 0.02% | 698 |
|