Mutual Advisors’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 | $776K | Buy |
3,687
+118
| +3% | +$24.8K | 0.02% | 608 |
|
|
2025
Q1 | $782K | Buy |
3,569
+477
| +15% | +$105K | 0.02% | 541 |
|
|
2024
Q4 | $669K | Buy |
3,092
+211
| +7% | +$45.6K | 0.02% | 609 |
|
|
2024
Q3 | $641K | Buy |
2,881
+356
| +14% | +$79.2K | 0.02% | 624 |
|
|
2024
Q2 | $555K | Buy |
2,525
+240
| +11% | +$52.7K | 0.02% | 661 |
|
|
2024
Q1 | $471K | Buy |
2,285
+30
| +1% | +$6.18K | 0.02% | 711 |
|
|
2023
Q4 | $427K | Sell |
2,255
-120
| -5% | -$22.7K | 0.01% | 700 |
|
|
2023
Q3 | $452K | Sell |
2,375
-119
| -5% | -$22.6K | 0.02% | 646 |
|
|
2023
Q2 | $469K | Sell |
2,494
-797
| -24% | -$150K | 0.02% | 650 |
|
|
2023
Q1 | $548K | Buy |
3,291
+1,338
| +69% | +$223K | 0.02% | 593 |
|
|
2022
Q4 | $323K | Buy |
1,953
+183
| +10% | +$30.3K | 0.01% | 719 |
|
|
2022
Q3 | $264K | Buy |
+1,770
| New | +$264K | 0.01% | 752 |
|
|
2022
Q2 | – | Sell |
-1,186
| Closed | -$202K | – | 876 |
|
|
2022
Q1 | $202K | Buy |
1,186
+31
| +3% | +$5.28K | 0.01% | 827 |
|
|
2021
Q4 | $201K | Buy |
+1,155
| New | +$201K | 0.01% | 856 |
|