Optas 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 | $437K | Sell |
1,998
-28
| -1% | -$6.12K | 0.08% | 159 |
|
|
2025
Q1 | $494K | Sell |
2,026
-44
| -2% | -$10.7K | 0.09% | 123 |
|
|
2024
Q4 | $440K | Buy |
2,070
+127
| +7% | +$27K | 0.09% | 128 |
|
|
2024
Q3 | $433K | Buy |
1,943
+58
| +3% | +$12.9K | 0.1% | 125 |
|
|
2024
Q2 | $397K | Buy |
1,885
+5
| +0.3% | +$1.05K | 0.1% | 110 |
|
|
2024
Q1 | $387K | Buy |
1,880
+53
| +3% | +$10.9K | 0.11% | 113 |
|
|
2023
Q4 | $346K | Buy |
1,827
+51
| +3% | +$9.66K | 0.1% | 117 |
|
|
2023
Q3 | $338K | Buy |
1,776
+25
| +1% | +$4.76K | 0.11% | 109 |
|
|
2023
Q2 | $329K | Buy |
1,751
+29
| +2% | +$5.45K | 0.11% | 112 |
|
|
2023
Q1 | $287K | Buy |
1,722
+85
| +5% | +$14.2K | 0.1% | 124 |
|
|
2022
Q4 | $271K | Buy |
1,637
+18
| +1% | +$2.98K | 0.11% | 118 |
|
|
2022
Q3 | $242K | Buy |
1,619
+33
| +2% | +$4.93K | 0.11% | 116 |
|
|
2022
Q2 | $245K | Buy |
1,586
+119
| +8% | +$18.4K | 0.1% | 118 |
|
|
2022
Q1 | $250K | Buy |
1,467
+59
| +4% | +$10.1K | 0.08% | 123 |
|
|
2021
Q4 | $245K | Buy |
1,408
+19
| +1% | +$3.31K | 0.07% | 127 |
|
|
2021
Q3 | $210K | Buy |
+1,389
| New | +$210K | 0.06% | 134 |
|
|
2020
Q4 | – | Sell |
-2,636
| Closed | -$303K | – | 162 |
|
|
2020
Q3 | $303K | Buy |
+2,636
| New | +$303K | 0.09% | 131 |
|