R.W. Roge & Company’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 | $218K | Hold |
1,000
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $244K | Hold |
1,000
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $212K | Hold |
1,000
| – | – | 0.11% | 48 |
|
|
2024
Q3 | $223K | Hold |
1,000
| – | – | 0.12% | 47 |
|
|
2024
Q2 | $210K | Hold |
1,000
| – | – | 0.12% | 44 |
|
|
2024
Q1 | $206K | Buy |
+1,000
| New | +$206K | 0.12% | 45 |
|