Perpetual Ltd’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 | – | Sell |
-1,200
| Closed | -$293K | – | 441 |
|
|
2025
Q1 | $293K | Hold |
1,200
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $255K | Hold |
1,200
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $268K | Hold |
1,200
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $253K | Hold |
1,200
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $247K | Hold |
1,200
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $227K | Hold |
1,200
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $228K | Hold |
1,200
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $226K | Buy |
+1,200
| New | +$226K | ﹤0.01% | 448 |
|
|
2015
Q1 | – | Sell |
-100,163
| Closed | -$5.73M | – | 206 |
|
|
2014
Q4 | $5.73M | Sell |
100,163
-31,150
| -24% | -$1.78M | 0.67% | 55 |
|
|
2014
Q3 | $6.87M | Sell |
131,313
-11,867
| -8% | -$621K | 0.74% | 39 |
|
|
2014
Q2 | $7.42M | Sell |
143,180
-10,120
| -7% | -$524K | 0.65% | 36 |
|
|
2014
Q1 | $7.56M | Sell |
153,300
-53,300
| -26% | -$2.63M | 1.11% | 28 |
|
|
2013
Q4 | $9.99M | Sell |
206,600
-157,800
| -43% | -$7.63M | 1.31% | 22 |
|
|
2013
Q3 | $15.9M | Sell |
364,400
-15,900
| -4% | -$692K | 2.23% | 5 |
|
|
2013
Q2 | $15.2M | Buy |
+380,300
| New | +$15.2M | 2.28% | 7 |
|