Norris Perne & French’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Hold |
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|
2025
Q2 | $384K | Hold |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $281K | Buy |
|