Patron Partners’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 | $216K | Sell |
990
-16
| -2% | -$3.5K | 0.11% | 167 |
|
|
2025
Q1 | $245K | Sell |
1,006
-57
| -5% | -$13.9K | 0.13% | 152 |
|
|
2024
Q4 | $226K | Buy |
1,063
+12
| +1% | +$2.55K | 0.12% | 159 |
|
|
2024
Q3 | $234K | Sell |
1,051
-199
| -16% | -$44.4K | 0.13% | 152 |
|
|
2024
Q2 | $263K | Sell |
1,250
-103
| -8% | -$21.7K | 0.15% | 142 |
|
|
2024
Q1 | $279K | Sell |
1,353
-83
| -6% | -$17.1K | 0.17% | 139 |
|
|
2023
Q4 | $272K | Sell |
1,436
-3
| -0.2% | -$568 | 0.18% | 135 |
|
|
2023
Q3 | $274K | Hold |
1,439
| – | – | 0.2% | 124 |
|
|
2023
Q2 | $271K | Sell |
1,439
-80
| -5% | -$15K | 0.19% | 128 |
|
|
2023
Q1 | $253K | Hold |
1,519
| – | – | 0.19% | 128 |
|
|
2022
Q4 | $251K | Buy |
1,519
+44
| +3% | +$7.28K | 0.19% | 130 |
|
|
2022
Q3 | $220K | Sell |
1,475
-63
| -4% | -$9.4K | 0.18% | 135 |
|
|
2022
Q2 | $239K | Buy |
1,538
+63
| +4% | +$9.79K | 0.19% | 133 |
|
|
2022
Q1 | $251K | Sell |
1,475
-5
| -0.3% | -$851 | 0.17% | 135 |
|
|
2021
Q4 | $257K | Sell |
1,480
-2
| -0.1% | -$347 | 0.17% | 139 |
|
|
2021
Q3 | $224K | Sell |
1,482
-20
| -1% | -$3.02K | 0.16% | 147 |
|
|
2021
Q2 | $211K | Sell |
1,502
-433
| -22% | -$60.8K | 0.16% | 152 |
|
|
2021
Q1 | $235K | Sell |
1,935
-261
| -12% | -$31.7K | 0.2% | 129 |
|
|
2020
Q4 | $257K | Buy |
+2,196
| New | +$257K | 0.25% | 106 |
|