Parnassus Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521M | Sell |
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|
2025
Q2 | $581M | Sell |
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|
2025
Q1 | $683M | Sell |
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|
2024
Q4 | $758M | Sell |
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|
2024
Q3 | $954M | Buy |
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|
2024
Q2 | $883M | Sell |
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|
2024
Q1 | $869M | Sell |
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|
2023
Q4 | $807M | Buy |
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|
2023
Q3 | $808M | Sell |
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|
2023
Q2 | $815M | Buy |
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|
2023
Q1 | $712M | Sell |
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|
2022
Q4 | $713M | Sell |
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|
2022
Q3 | $646M | Buy |
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|
2022
Q2 | $636M | Buy |
|