Narus Financial Partners’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 |
-895
| Closed | -$218K | – | 160 |
|
|
2025
Q1 | $218K | Buy |
+895
| New | +$218K | 0.07% | 142 |
|
|
2019
Q4 | $250K | Sell |
2,248
-602
| -21% | -$67.1K | 0.18% | 64 |
|
|
2019
Q3 | $285K | Hold |
2,850
| – | – | 0.21% | 56 |
|
|
2019
Q2 | $284K | Buy |
+2,850
| New | +$284K | 0.22% | 53 |
|
|
2017
Q3 | $465K | Buy |
5,550
+200
| +4% | +$16.8K | 0.41% | 38 |
|
|
2017
Q2 | $417K | Hold |
5,350
| – | – | 0.39% | 37 |
|
|
2017
Q1 | $395K | Hold |
5,350
| – | – | 0.38% | 36 |
|
|
2016
Q4 | $362K | Buy |
+5,350
| New | +$362K | 0.38% | 39 |
|