PDL
Portfolio Design Labs’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,850
| Closed | -$451K | – | 178 |
|
|
2025
Q1 | $451K | Buy |
1,850
+721
| +64% | +$176K | 0.09% | 129 |
|
|
2024
Q4 | $240K | Buy |
1,129
+174
| +18% | +$37K | 0.05% | 173 |
|
|
2024
Q3 | $213K | Sell |
955
-942
| -50% | -$210K | 0.06% | 134 |
|
|
2024
Q2 | $400K | Buy |
1,897
+68
| +4% | +$14.3K | 0.12% | 87 |
|
|
2024
Q1 | $377K | Sell |
1,829
-4,106
| -69% | -$846K | 0.13% | 93 |
|
|
2023
Q4 | $1.12M | Buy |
+5,935
| New | +$1.12M | 0.43% | 63 |
|