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