Oak Ridge Investments’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 | $7.18M | Buy |
32,857
+407
| +1% | +$89K | 0.52% | 41 |
|
|
2025
Q1 | $7.92M | Buy |
32,450
+1,801
| +6% | +$439K | 0.66% | 31 |
|
|
2024
Q4 | $6.51M | Buy |
30,649
+1,701
| +6% | +$361K | 0.51% | 39 |
|
|
2024
Q3 | $6.46M | Buy |
28,948
+2,033
| +8% | +$454K | 0.56% | 38 |
|
|
2024
Q2 | $5.67M | Buy |
26,915
+1,433
| +6% | +$302K | 0.54% | 38 |
|
|
2024
Q1 | $5.25M | Buy |
25,482
+887
| +4% | +$183K | 0.53% | 51 |
|
|
2023
Q4 | $4.66M | Buy |
24,595
+642
| +3% | +$122K | 0.54% | 54 |
|
|
2023
Q3 | $4.56M | Buy |
23,953
+650
| +3% | +$124K | 0.58% | 56 |
|
|
2023
Q2 | $4.38M | Sell |
23,303
-238
| -1% | -$44.8K | 0.54% | 61 |
|
|
2023
Q1 | $3.92M | Sell |
23,541
-200
| -0.8% | -$33.3K | 0.53% | 66 |
|
|
2022
Q4 | $3.93M | Buy |
23,741
+892
| +4% | +$148K | 0.59% | 59 |
|
|
2022
Q3 | $3.41M | Sell |
22,849
-498
| -2% | -$74.3K | 0.52% | 66 |
|
|
2022
Q2 | $3.63M | Sell |
23,347
-721
| -3% | -$112K | 0.53% | 61 |
|
|
2022
Q1 | $4.1M | Sell |
24,068
-401
| -2% | -$68.3K | 0.46% | 68 |
|
|
2021
Q4 | $4.25M | Sell |
24,469
-368
| -1% | -$64K | 0.36% | 86 |
|
|
2021
Q3 | $3.76M | Sell |
24,837
-617
| -2% | -$93.4K | 0.33% | 96 |
|
|
2021
Q2 | $3.58M | Sell |
25,454
-505
| -2% | -$71K | 0.31% | 103 |
|
|
2021
Q1 | $3.16M | Buy |
25,959
+119
| +0.5% | +$14.5K | 0.29% | 105 |
|
|
2020
Q4 | $3.02M | Sell |
25,840
-11,697
| -31% | -$1.37M | 0.27% | 111 |
|
|
2020
Q3 | $4.31M | Buy |
37,537
+372
| +1% | +$42.7K | 0.34% | 100 |
|
|
2020
Q2 | $3.99M | Sell |
37,165
-790
| -2% | -$84.8K | 0.33% | 97 |
|
|
2020
Q1 | $3.28M | Sell |
37,955
-3,825
| -9% | -$331K | 0.34% | 97 |
|
|
2019
Q4 | $4.66M | Buy |
+41,780
| New | +$4.66M | 0.34% | 97 |
|