Patrick M. Sweeney & Associates’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 | $519K | Buy |
2,413
+45
| +2% | +$9.68K | 0.36% | 72 |
|
|
2025
Q1 | $578K | Hold |
2,368
| – | – | 0.43% | 63 |
|
|
2024
Q4 | $503K | Hold |
2,368
| – | – | 0.38% | 69 |
|
|
2024
Q3 | $528K | Hold |
2,368
| – | – | 0.39% | 70 |
|
|
2024
Q2 | $499K | Buy |
2,368
+230
| +11% | +$48.5K | 0.4% | 65 |
|
|
2024
Q1 | $440K | Hold |
2,138
| – | – | 0.36% | 71 |
|
|
2023
Q4 | $405K | Buy |
+2,138
| New | +$405K | 0.37% | 70 |
|