PGAM
Princeton Global Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
9,551
+2,883
| +43% | +$630K | 0.38% | 68 |
|
|
2025
Q1 | $1.63M | Hold |
6,668
| – | – | 0.32% | 75 |
|
|
2024
Q4 | $1.42M | Buy |
+6,668
| New | +$1.42M | 0.26% | 78 |
|
|
2024
Q1 | – | Sell |
-14
| Closed | -$2.65K | – | 650 |
|
|
2023
Q4 | $2.65K | Buy |
+14
| New | +$2.65K | ﹤0.01% | 542 |
|
|
2020
Q3 | – | Sell |
-710
| Closed | -$76K | – | 499 |
|
|
2020
Q2 | $76K | Hold |
710
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $61K | Hold |
710
| – | – | 0.03% | 216 |
|
|
2019
Q4 | $79 | Buy |
+710
| New | +$79 | 0.03% | 200 |
|