Principal Street Partners’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 | $512K | Buy |
2,342
+1,171
| +100% | +$256K | 0.05% | 196 |
|
|
2025
Q1 | $286K | Buy |
1,171
+52
| +5% | +$12.7K | 0.05% | 175 |
|
|
2024
Q4 | $238K | Buy |
1,119
+64
| +6% | +$13.6K | 0.05% | 198 |
|
|
2024
Q3 | $222K | Hold |
1,055
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $222K | Sell |
1,055
-408
| -28% | -$86K | 0.04% | 220 |
|
|
2024
Q1 | $301K | Buy |
+1,463
| New | +$301K | 0.06% | 177 |
|
|
2023
Q4 | – | Sell |
-2,110
| Closed | -$402K | – | 229 |
|
|
2023
Q3 | $402K | Buy |
+2,110
| New | +$402K | 0.08% | 175 |
|
|
2020
Q1 | – | Sell |
-8,208
| Closed | -$914K | – | 167 |
|
|
2019
Q4 | $914K | Buy |
8,208
+3,149
| +62% | +$351K | 0.2% | 86 |
|
|
2019
Q3 | $506K | Buy |
+5,059
| New | +$506K | 0.13% | 106 |
|