NBC Securities’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 | $225K | Buy |
1,032
+618
| +149% | +$135K | 0.02% | 789 |
|
|
2025
Q1 | $101K | Buy |
+414
| New | +$101K | 0.01% | 975 |
|
|
2024
Q4 | – | Sell |
-513
| Closed | -$114K | – | 1769 |
|
|
2024
Q3 | $114K | Sell |
513
-39
| -7% | -$8.67K | 0.01% | 947 |
|
|
2024
Q2 | $116K | Sell |
552
-70
| -11% | -$14.7K | 0.01% | 913 |
|
|
2024
Q1 | $128K | Buy |
622
+18
| +3% | +$3.7K | 0.01% | 887 |
|
|
2023
Q4 | $114K | Sell |
604
-33
| -5% | -$6.23K | 0.01% | 908 |
|
|
2023
Q3 | $121K | Buy |
+637
| New | +$121K | 0.01% | 867 |
|