NICM
Neo Ivy Capital Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
+3,510
| New | +$767K | 0.24% | 151 |
|
|
2025
Q1 | – | Sell |
-17,544
| Closed | -$3.73M | – | 374 |
|
|
2024
Q4 | $3.73M | Buy |
17,544
+14,880
| +559% | +$3.16M | 0.75% | 30 |
|
|
2024
Q3 | $594K | Buy |
+2,664
| New | +$594K | 0.19% | 179 |
|
|
2023
Q4 | $950K | Buy |
+5,015
| New | +$950K | 2.12% | 9 |
|
|
2023
Q3 | – | Sell |
-2,544
| Closed | -$478K | – | 402 |
|
|
2023
Q2 | $478K | Buy |
+2,544
| New | +$478K | 0.25% | 133 |
|
|
2022
Q4 | – | Sell |
-2,290
| Closed | -$342K | – | 476 |
|
|
2022
Q3 | $342K | Buy |
+2,290
| New | +$342K | 0.9% | 19 |
|
|
2022
Q2 | – | Sell |
-3,582
| Closed | -$610K | – | 537 |
|
|
2022
Q1 | $610K | Buy |
+3,582
| New | +$610K | 0.55% | 37 |
|
|
2021
Q4 | – | Sell |
-3,817
| Closed | -$410K | – | 560 |
|
|
2021
Q3 | $410K | Buy |
+3,817
| New | +$410K | 0.47% | 74 |
|
|
2021
Q1 | – | Sell |
-7,096
| Closed | -$830K | – | 578 |
|
|
2020
Q4 | $830K | Buy |
+7,096
| New | +$830K | 0.92% | 12 |
|
|
2020
Q3 | – | Sell |
-3,817
| Closed | -$410K | – | 558 |
|
|
2020
Q2 | $410K | Buy |
3,817
+2,214
| +138% | +$238K | 0.47% | 74 |
|
|
2020
Q1 | $139K | Buy |
+1,603
| New | +$139K | 0.23% | 181 |
|