Prime Capital Investment Advisors’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 | $801K | Sell |
3,666
-1,093
| -23% | -$239K | 0.01% | 514 |
|
|
2025
Q1 | $1.16M | Buy |
4,759
+1,369
| +40% | +$334K | 0.01% | 467 |
|
|
2024
Q4 | $720K | Sell |
3,390
-335
| -9% | -$71.2K | 0.01% | 487 |
|
|
2024
Q3 | $831K | Sell |
3,725
-131
| -3% | -$29.2K | 0.01% | 476 |
|
|
2024
Q2 | $813K | Buy |
3,856
+6
| +0.2% | +$1.26K | 0.01% | 473 |
|
|
2024
Q1 | $793K | Buy |
3,850
+143
| +4% | +$29.5K | 0.01% | 508 |
|
|
2023
Q4 | $702K | Buy |
+3,707
| New | +$702K | 0.01% | 494 |
|
|
2021
Q2 | – | Sell |
-331
| Closed | -$40K | – | 481 |
|
|
2021
Q1 | $40K | Buy |
+331
| New | +$40K | ﹤0.01% | 352 |
|
|
2019
Q1 | – | Sell |
-618
| Closed | -$49K | – | 405 |
|
|
2018
Q4 | $49K | Buy |
+618
| New | +$49K | 0.02% | 156 |
|