Richardson Financial Services’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 | $104K | Buy |
476
+15
| +3% | +$3.27K | 0.07% | 197 |
|
|
2025
Q1 | $112K | Hold |
461
| – | – | 0.09% | 177 |
|
|
2024
Q4 | $97.7K | Buy |
461
+186
| +68% | +$39.4K | 0.07% | 192 |
|
|
2024
Q3 | $58K | Buy |
275
+5
| +2% | +$1.06K | 0.04% | 252 |
|
|
2024
Q2 | $56.9K | Buy |
270
+215
| +391% | +$45.3K | 0.04% | 239 |
|
|
2024
Q1 | $11.3K | Buy |
55
+5
| +10% | +$1.03K | 0.01% | 396 |
|
|
2023
Q4 | $9.47K | Buy |
+50
| New | +$9.47K | 0.01% | 314 |
|