OFI Invest Asset 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 | $91.3K | Sell |
490
-2,337
| -83% | -$435K | ﹤0.01% | 258 |
|
2025
Q1 | $639K | Buy |
2,827
+236
| +9% | +$53.3K | 0.02% | 224 |
|
2024
Q4 | $531K | Buy |
+2,591
| New | +$531K | 0.01% | 235 |
|
2024
Q2 | $508K | Buy |
2,586
+2,347
| +982% | +$461K | 0.01% | 225 |
|
2024
Q1 | $45.6K | Buy |
239
+71
| +42% | +$13.5K | ﹤0.01% | 183 |
|
2023
Q4 | $28.8K | Buy |
168
+10
| +6% | +$1.72K | ﹤0.01% | 208 |
|
2023
Q3 | $28.4K | Buy |
+158
| New | +$28.4K | ﹤0.01% | 166 |
|
2023
Q2 | – | Sell |
-190,367
| Closed | -$1.14M | – | 132 |
|
2023
Q1 | $1.14M | Buy |
+190,367
| New | +$1.14M | 0.01% | 120 |
|