Prossimo 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 | $321K | Sell |
1,470
-469
| -24% | -$102K | 0.26% | 96 |
|
2025
Q1 | $473K | Buy |
1,939
+29
| +2% | +$7.07K | 0.36% | 90 |
|
2024
Q4 | $406K | Buy |
1,910
+83
| +5% | +$17.6K | 0.29% | 102 |
|
2024
Q3 | $408K | Buy |
1,827
+95
| +5% | +$21.2K | 0.3% | 105 |
|
2024
Q2 | $365K | Buy |
+1,732
| New | +$365K | 0.33% | 92 |
|