Pathstone Holdings’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 | $45.1M | Sell |
206,492
-3,637
| -2% | -$795K | 0.18% | 80 |
|
|
2025
Q1 | $51.3M | Sell |
210,129
-2,791
| -1% | -$681K | 0.22% | 76 |
|
|
2024
Q4 | $45.2M | Sell |
212,920
-3,534
| -2% | -$751K | 0.2% | 75 |
|
|
2024
Q3 | $48.3M | Sell |
216,454
-3,303
| -2% | -$737K | 0.21% | 78 |
|
|
2024
Q2 | $46.3M | Sell |
219,757
-1,142
| -0.5% | -$241K | 0.21% | 78 |
|
|
2024
Q1 | $45.5M | Buy |
220,899
+22,165
| +11% | +$4.57M | 0.21% | 72 |
|
|
2023
Q4 | $37.7M | Buy |
+198,734
| New | +$37.7M | 0.2% | 78 |
|