Norris Perne & French’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 | $384K | Hold |
1,756
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $429K | Sell |
1,756
-46
| -3% | -$11.2K | 0.03% | 99 |
|
|
2024
Q4 | $383K | Hold |
1,802
| – | – | 0.03% | 104 |
|
|
2024
Q3 | $402K | Hold |
1,802
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $380K | Hold |
1,802
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $371K | Buy |
1,802
+46
| +3% | +$9.48K | 0.03% | 110 |
|
|
2023
Q4 | $333K | Buy |
1,756
+106
| +6% | +$20.1K | 0.03% | 108 |
|
|
2023
Q3 | $314K | Hold |
1,650
| – | – | 0.03% | 108 |
|
|
2023
Q2 | $310K | Hold |
1,650
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $275K | Hold |
1,650
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $273K | Hold |
1,650
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $246K | Hold |
1,650
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $256K | Hold |
1,650
| – | – | 0.02% | 117 |
|
|
2022
Q1 | $281K | Buy |
+1,650
| New | +$281K | 0.02% | 128 |
|