MAM
Morse Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Buy |
405
+71
| +21% | +$15.5K | 0.02% | 186 |
|
|
2025
Q1 | $81.5K | Hold |
334
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $70.9K | Hold |
334
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $74.5K | Buy |
+334
| New | +$74.5K | 0.02% | 212 |
|
|
2024
Q2 | – | Sell |
-5,420
| Closed | -$1.12M | – | 160 |
|
|
2024
Q1 | $1.12M | Buy |
+5,420
| New | +$1.12M | 0.28% | 78 |
|