North Star Investment Management’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 | $3.94K | Hold |
18
| – | – | ﹤0.01% | 1040 |
|
|
2025
Q1 | $4.39K | Hold |
18
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q4 | $3.82K | Sell |
18
-17
| -49% | -$3.61K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $7.81K | Buy |
35
+17
| +94% | +$3.79K | ﹤0.01% | 891 |
|
|
2024
Q2 | $3.79K | Hold |
18
| – | – | ﹤0.01% | 965 |
|
|
2024
Q1 | $3.71K | Hold |
18
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q4 | $3.41K | Hold |
18
| – | – | ﹤0.01% | 997 |
|
|
2023
Q3 | $3.43K | Hold |
18
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $3.39K | Hold |
18
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q4 | $2.98K | Buy |
+18
| New | +$2.98K | ﹤0.01% | 1031 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$5K | – | 1076 |
|
|
2019
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 926 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$5K | – | 711 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 927 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 937 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 968 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 981 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 965 |
|
|
2017
Q4 | $4K | Sell |
50
-1,000
| -95% | -$80K | ﹤0.01% | 949 |
|
|
2017
Q3 | $88K | Hold |
1,050
| – | – | 0.01% | 455 |
|
|
2017
Q2 | $82K | Hold |
1,050
| – | – | 0.01% | 454 |
|
|
2017
Q1 | $78K | Buy |
1,050
+50
| +5% | +$3.71K | 0.01% | 454 |
|
|
2016
Q4 | $68K | Buy |
+1,000
| New | +$68K | 0.01% | 452 |
|