Newbridge Financial Services Group’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 | $191K | Buy |
875
+796
| +1,008% | +$174K | 0.03% | 300 |
|
|
2025
Q1 | $19.3K | Sell |
79
-14
| -15% | -$3.42K | ﹤0.01% | 553 |
|
|
2024
Q4 | $19.7K | Hold |
93
| – | – | 0.01% | 602 |
|
|
2024
Q3 | $20.7K | Buy |
93
+6
| +7% | +$1.34K | 0.01% | 356 |
|
|
2024
Q2 | $18.4K | Hold |
87
| – | – | 0.01% | 586 |
|
|
2024
Q1 | $18K | Buy |
+87
| New | +$18K | 0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-197
| Closed | -$37K | – | 1368 |
|
|
2023
Q2 | $37K | Buy |
197
+1
| +0.5% | +$188 | 0.02% | 526 |
|
|
2023
Q1 | $32.7K | Sell |
196
-10
| -5% | -$1.67K | 0.02% | 570 |
|
|
2022
Q4 | $34K | Buy |
206
+1
| +0.5% | +$165 | 0.02% | 559 |
|
|
2022
Q3 | $31K | Buy |
205
+1
| +0.5% | +$151 | 0.02% | 578 |
|
|
2022
Q2 | $32K | Buy |
204
+20
| +11% | +$3.14K | 0.02% | 511 |
|
|
2022
Q1 | $31K | Sell |
184
-8
| -4% | -$1.35K | 0.02% | 596 |
|
|
2021
Q4 | $33K | Sell |
192
-46
| -19% | -$7.91K | 0.02% | 586 |
|
|
2021
Q3 | $36K | Buy |
238
+5
| +2% | +$756 | 0.02% | 504 |
|
|
2021
Q2 | $33K | Buy |
233
+5
| +2% | +$708 | 0.02% | 577 |
|
|
2021
Q1 | $28K | Buy |
228
+118
| +107% | +$14.5K | 0.02% | 598 |
|
|
2020
Q4 | $13K | Hold |
110
| – | – | 0.01% | 653 |
|
|
2020
Q3 | $13K | Buy |
+110
| New | +$13K | 0.01% | 614 |
|