Morningstar Investment Services’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,445
Closed -$771K 298
2024
Q3
$771K Buy
3,445
+1,827
+113% +$409K 0.01% 231
2024
Q2
$341K Buy
1,618
+454
+39% +$95.7K ﹤0.01% 297
2024
Q1
$239K Sell
1,164
-628
-35% -$129K ﹤0.01% 319
2023
Q4
$338K Buy
+1,792
New +$338K ﹤0.01% 333