ORG Partners’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
$101K Sell
463
-190
-29% -$41.4K 0.02% 429
2025
Q1
$159K Sell
653
-1,054
-62% -$257K 0.04% 308
2024
Q4
$363K Buy
1,707
+343
+25% +$72.9K 0.05% 227
2024
Q3
$304K Sell
1,364
-65
-5% -$14.5K 0.05% 229
2024
Q2
$300K Buy
1,429
+1,426
+47,533% +$300K 0.04% 329
2024
Q1
$611 Sell
3
-1,377
-100% -$280K ﹤0.01% 478
2023
Q4
$261K Buy
1,380
+16
+1% +$3.03K 0.04% 264
2023
Q3
$260K Buy
+1,364
New +$260K 0.08% 248