Phoenix Financial’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 | $9.46M | Sell |
43,283
-1,746
| -4% | -$382K | 0.12% | 93 |
|
|
2025
Q1 | $11M | Sell |
45,029
-6,288
| -12% | -$1.53M | 0.17% | 89 |
|
|
2024
Q4 | $10.9M | Buy |
51,317
+3,107
| +6% | +$660K | 0.15% | 89 |
|
|
2024
Q3 | $10.8M | Buy |
48,210
+8,619
| +22% | +$1.92M | 0.16% | 89 |
|
|
2024
Q2 | $8.34M | Buy |
39,591
+4,925
| +14% | +$1.04M | 0.13% | 92 |
|
|
2024
Q1 | $7.14M | Buy |
34,666
+833
| +2% | +$172K | 0.1% | 100 |
|
|
2023
Q4 | $7.22M | Sell |
33,833
-9,199
| -21% | -$1.96M | 0.12% | 87 |
|
|
2023
Q3 | $8.21M | Buy |
43,032
+7,600
| +21% | +$1.45M | 0.15% | 70 |
|
|
2023
Q2 | $6.66M | Buy |
+35,432
| New | +$6.66M | 0.14% | 74 |
|
|
2023
Q1 | – | Sell |
-18,751
| Closed | -$3.11M | – | 313 |
|
|
2022
Q4 | $3.11M | Buy |
18,751
+617
| +3% | +$102K | 0.06% | 106 |
|
|
2022
Q3 | $2.74M | Buy |
18,134
+4,554
| +34% | +$688K | 0.06% | 126 |
|
|
2022
Q2 | $2.11M | Buy |
13,580
+2,176
| +19% | +$338K | 0.04% | 157 |
|
|
2022
Q1 | $1.94M | Buy |
+11,404
| New | +$1.94M | 0.03% | 192 |
|