Reliant Investment Management’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 | $527K | Sell |
2,411
-22,493
| -90% | -$4.92M | 0.23% | 38 |
|
|
2025
Q1 | $6.08M | Sell |
24,904
-35
| -0.1% | -$8.54K | 3.15% | 14 |
|
|
2024
Q4 | $5.3M | Buy |
24,939
+1,320
| +6% | +$280K | 2.34% | 22 |
|
|
2024
Q3 | $5.27M | Sell |
23,619
-790
| -3% | -$176K | 2.48% | 21 |
|
|
2024
Q2 | $5.14M | Buy |
24,409
+115
| +0.5% | +$24.2K | 2.42% | 20 |
|
|
2024
Q1 | $5M | Buy |
24,294
+21,685
| +831% | +$4.47M | 2.35% | 24 |
|
|
2023
Q4 | $494K | Hold |
2,609
| – | – | 0.25% | 42 |
|
|
2023
Q3 | $496K | Hold |
2,609
| – | – | 0.29% | 41 |
|
|
2023
Q2 | $491K | Hold |
2,609
| – | – | 0.28% | 42 |
|
|
2023
Q1 | $435K | Hold |
2,609
| – | – | 0.27% | 40 |
|
|
2022
Q4 | $432K | Buy |
2,609
+423
| +19% | +$70K | 0.26% | 40 |
|
|
2022
Q3 | $326K | Hold |
2,186
| – | – | 0.23% | 38 |
|
|
2022
Q2 | $339K | Hold |
2,186
| – | – | 0.24% | 38 |
|
|
2022
Q1 | $373K | Sell |
2,186
-435
| -17% | -$74.2K | 0.19% | 42 |
|
|
2021
Q4 | $456K | Hold |
2,621
| – | – | 0.19% | 48 |
|
|
2021
Q3 | $397K | Hold |
2,621
| – | – | 0.2% | 45 |
|
|
2021
Q2 | $369K | Buy |
2,621
+435
| +20% | +$61.2K | 0.17% | 51 |
|
|
2021
Q1 | $266K | Hold |
2,186
| – | – | 0.13% | 51 |
|
|
2020
Q4 | $256K | Hold |
2,186
| – | – | 0.14% | 49 |
|
|
2020
Q3 | $251K | Buy |
+2,186
| New | +$251K | 0.16% | 48 |
|
|
2020
Q1 | – | Sell |
-2,186
| Closed | -$244K | – | 53 |
|
|
2019
Q4 | $244K | Hold |
2,186
| – | – | 0.17% | 44 |
|
|
2019
Q3 | $219K | Hold |
2,186
| – | – | 0.17% | 45 |
|
|
2019
Q2 | $218K | Hold |
2,186
| – | – | 0.16% | 46 |
|
|
2019
Q1 | $205K | Buy |
+2,186
| New | +$205K | 0.16% | 50 |
|
|
2015
Q4 | – | Sell |
-2,306
| Closed | -$120K | – | 67 |
|
|
2015
Q3 | $120K | Buy |
+2,306
| New | +$120K | 0.12% | 66 |
|