Nancy E. Dempze’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 | $265K | Hold |
1,210
| – | – | 0.15% | 85 |
|
|
2025
Q1 | $295K | Sell |
1,210
-100
| -8% | -$24.4K | 0.18% | 79 |
|
|
2024
Q4 | $278K | Sell |
1,310
-20
| -2% | -$4.25K | 0.16% | 85 |
|
|
2024
Q3 | $297K | Sell |
1,330
-70
| -5% | -$15.6K | 0.17% | 87 |
|
|
2024
Q2 | $295K | Buy |
1,400
+150
| +12% | +$31.6K | 0.2% | 66 |
|
|
2024
Q1 | $257K | Hold |
1,250
| – | – | 0.2% | 56 |
|
|
2023
Q4 | $237K | Hold |
1,250
| – | – | 0.2% | 56 |
|
|
2023
Q3 | $238K | Sell |
1,250
-105
| -8% | -$20K | 0.21% | 57 |
|
|
2023
Q2 | $255K | Hold |
1,355
| – | – | 0.22% | 59 |
|
|
2023
Q1 | $226K | Hold |
1,355
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $224K | Hold |
1,355
| – | – | 0.22% | 60 |
|
|
2022
Q3 | $202K | Hold |
1,355
| – | – | 0.22% | 63 |
|
|
2022
Q2 | $210K | Hold |
1,355
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $231K | Hold |
1,355
| – | – | 0.17% | 74 |
|
|
2021
Q4 | $236K | Sell |
1,355
-35
| -3% | -$6.1K | 0.16% | 76 |
|
|
2021
Q3 | $210K | Buy |
+1,390
| New | +$210K | 0.16% | 74 |
|