Palisades Hudson 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 | $351K | Hold |
1,607
| – | – | 0.14% | 73 |
|
|
2025
Q1 | $392K | Hold |
1,607
| – | – | 0.18% | 58 |
|
|
2024
Q4 | $341K | Hold |
1,607
| – | – | 0.14% | 73 |
|
|
2024
Q3 | $358K | Hold |
1,607
| – | – | 0.15% | 70 |
|
|
2024
Q2 | $339K | Hold |
1,607
| – | – | 0.16% | 69 |
|
|
2024
Q1 | $331K | Hold |
1,607
| – | – | 0.15% | 74 |
|
|
2023
Q4 | $304K | Hold |
1,607
| – | – | 0.15% | 74 |
|
|
2023
Q3 | $305K | Hold |
1,607
| – | – | 0.17% | 69 |
|
|
2023
Q2 | $302K | Hold |
1,607
| – | – | 0.16% | 68 |
|
|
2023
Q1 | $268K | Hold |
1,607
| – | – | 0.14% | 76 |
|
|
2022
Q4 | $266K | Hold |
1,607
| – | – | 0.15% | 85 |
|
|
2022
Q3 | $240K | Hold |
1,607
| – | – | 0.15% | 85 |
|
|
2022
Q2 | $249K | Hold |
1,607
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $274K | Hold |
1,607
| – | – | 0.13% | 93 |
|
|
2021
Q4 | $279K | Buy |
1,607
+28
| +2% | +$4.86K | 0.12% | 95 |
|
|
2021
Q3 | $239K | Hold |
1,579
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $222K | Buy |
+1,579
| New | +$222K | 0.1% | 106 |
|