Plato Investment Management’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 | $3.66M | Sell |
16,779
-354
| -2% | -$77.1K | 0.27% | 84 |
|
|
2025
Q1 | $4.23M | Sell |
17,133
-4,772
| -22% | -$1.18M | 0.36% | 69 |
|
|
2024
Q4 | $4.67M | Buy |
21,905
+2,721
| +14% | +$580K | 0.34% | 64 |
|
|
2024
Q3 | $4.28M | Buy |
19,184
+2,781
| +17% | +$620K | 0.35% | 67 |
|
|
2024
Q2 | $3.46M | Buy |
16,403
+237
| +1% | +$49.9K | 0.32% | 68 |
|
|
2024
Q1 | $3.33M | Buy |
16,166
+14,423
| +827% | +$2.97M | 0.34% | 74 |
|
|
2023
Q4 | $330K | Buy |
+1,743
| New | +$330K | 0.41% | 58 |
|