Principal Securities’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 | $1.69M | Buy |
7,752
+1,330
| +21% | +$291K | 0.03% | 459 |
|
|
2025
Q1 | $1.36M | Hold |
6,422
| – | – | 0.03% | 454 |
|
|
2024
Q4 | $1.36M | Buy |
6,422
+397
| +7% | +$84.3K | 0.03% | 453 |
|
|
2024
Q3 | $1.34M | Buy |
6,025
+493
| +9% | +$110K | 0.03% | 450 |
|
|
2024
Q2 | $1.17M | Buy |
5,532
+368
| +7% | +$77.5K | 0.03% | 442 |
|
|
2024
Q1 | $1.06M | Buy |
5,164
+586
| +13% | +$121K | 0.03% | 439 |
|
|
2023
Q4 | $867K | Buy |
+4,578
| New | +$867K | 0.03% | 456 |
|