Pallas Capital Advisors’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 | $522K | Sell |
2,385
-958
| -29% | -$209K | 0.02% | 490 |
|
|
2025
Q1 | $816K | Buy |
3,343
+1,717
| +106% | +$419K | 0.03% | 340 |
|
|
2024
Q4 | $345K | Buy |
1,626
+393
| +32% | +$83.5K | 0.01% | 446 |
|
|
2024
Q3 | $274K | Buy |
1,233
+39
| +3% | +$8.68K | 0.01% | 495 |
|
|
2024
Q2 | $260K | Buy |
1,194
+145
| +14% | +$31.5K | 0.01% | 438 |
|
|
2024
Q1 | $216K | Buy |
+1,049
| New | +$216K | 0.01% | 408 |
|
|
2023
Q2 | – | Sell |
-1,208
| Closed | -$217K | – | 284 |
|
|
2023
Q1 | $217K | Buy |
+1,208
| New | +$217K | 0.02% | 256 |
|