Oak Thistle LLC’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
$3.12M Buy
14,257
+6,746
+90% +$1.47M 0.46% 42
2025
Q1
$1.83M Sell
7,511
-2,222
-23% -$542K 0.37% 75
2024
Q4
$2.07M Buy
9,733
+7,573
+351% +$1.61M 0.61% 24
2024
Q3
$482K Buy
+2,160
New +$482K 0.16% 252