Park Avenue Securities’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 | $4.22M | Buy |
+19,289
| New | +$4.22M | 0.04% | 309 |
|
|
2025
Q1 | – | Sell |
-19,861
| Closed | -$4.22M | – | 1394 |
|
|
2024
Q4 | $4.22M | Buy |
19,861
+7,351
| +59% | +$1.56M | 0.04% | 282 |
|
|
2024
Q3 | $2.79M | Sell |
12,510
-1,178
| -9% | -$263K | 0.03% | 342 |
|
|
2024
Q2 | $2.88M | Buy |
13,688
+392
| +3% | +$82.6K | 0.04% | 318 |
|
|
2024
Q1 | $2.74M | Buy |
13,296
+322
| +2% | +$66.3K | 0.04% | 315 |
|
|
2023
Q4 | $2.46M | Buy |
12,974
+2,385
| +23% | +$452K | 0.03% | 320 |
|
|
2023
Q3 | $2.02M | Buy |
10,589
+277
| +3% | +$52.7K | 0.03% | 332 |
|
|
2023
Q2 | $1.94M | Buy |
10,312
+137
| +1% | +$25.8K | 0.03% | 329 |
|
|
2023
Q1 | $1.7M | Buy |
10,175
+857
| +9% | +$143K | 0.03% | 331 |
|
|
2022
Q4 | $1.54M | Buy |
9,318
+1,689
| +22% | +$280K | 0.03% | 367 |
|
|
2022
Q3 | $1.14M | Buy |
7,629
+484
| +7% | +$72.3K | 0.02% | 408 |
|
|
2022
Q2 | $1.11M | Buy |
7,145
+1,574
| +28% | +$244K | 0.02% | 419 |
|
|
2022
Q1 | $949K | Buy |
5,571
+1,573
| +39% | +$268K | 0.02% | 502 |
|
|
2021
Q4 | $695K | Buy |
3,998
+980
| +32% | +$170K | 0.01% | 587 |
|
|
2021
Q3 | $457K | Buy |
3,018
+250
| +9% | +$37.9K | 0.01% | 674 |
|
|
2021
Q2 | $389K | Buy |
2,768
+97
| +4% | +$13.6K | 0.01% | 737 |
|
|
2021
Q1 | $325K | Buy |
2,671
+166
| +7% | +$20.2K | 0.01% | 750 |
|
|
2020
Q4 | $293K | Buy |
2,505
+341
| +16% | +$39.9K | 0.01% | 696 |
|
|
2020
Q3 | $248K | Sell |
2,164
-47
| -2% | -$5.39K | 0.01% | 645 |
|
|
2020
Q2 | $237K | Buy |
+2,211
| New | +$237K | 0.01% | 587 |
|
|
2017
Q3 | – | Sell |
-7,530
| Closed | -$585K | – | 194 |
|
|
2017
Q2 | $585K | Buy |
+7,530
| New | +$585K | 0.06% | 72 |
|
|
2016
Q3 | – | Sell |
-3,146
| Closed | -$214K | – | 83 |
|
|
2016
Q2 | $214K | Buy |
+3,146
| New | +$214K | 0.04% | 84 |
|