Middleton & Co’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 | – | Sell |
-910
| Closed | -$222K | – | 164 |
|
|
2025
Q1 | $222K | Buy |
+910
| New | +$222K | 0.03% | 150 |
|
|
2024
Q4 | – | Sell |
-1,060
| Closed | -$236K | – | 166 |
|
|
2024
Q3 | $236K | Hold |
1,060
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $223K | Sell |
1,060
-50
| -5% | -$10.5K | 0.03% | 151 |
|
|
2024
Q1 | $229K | Hold |
1,110
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $210K | Sell |
1,110
-100
| -8% | -$18.9K | 0.03% | 151 |
|
|
2023
Q3 | $230K | Hold |
1,210
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $228K | Hold |
1,210
| – | – | 0.03% | 146 |
|
|
2023
Q1 | $202K | Hold |
1,210
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $200K | Buy |
+1,210
| New | +$200K | 0.03% | 156 |
|
|
2022
Q3 | – | Sell |
-1,410
| Closed | -$219K | – | 157 |
|
|
2022
Q2 | $219K | Hold |
1,410
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $240K | Hold |
1,410
| – | – | 0.03% | 151 |
|
|
2021
Q4 | $245K | Hold |
1,410
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $214K | Buy |
+1,410
| New | +$214K | 0.02% | 153 |
|