Riverwater 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 | $230K | Buy |
1,053
+22
| +2% | +$4.81K | 0.11% | 191 |
|
|
2025
Q1 | $252K | Buy |
1,031
+85
| +9% | +$20.7K | 0.13% | 178 |
|
|
2024
Q4 | $201K | Sell |
946
-1
| -0.1% | -$212 | 0.1% | 211 |
|
|
2024
Q3 | $211K | Sell |
947
-25
| -3% | -$5.58K | 0.1% | 200 |
|
|
2024
Q2 | $205K | Sell |
972
-36
| -4% | -$7.59K | 0.15% | 181 |
|
|
2024
Q1 | $208K | Buy |
+1,008
| New | +$208K | 0.15% | 183 |
|
|
2023
Q4 | – | Sell |
-1,312
| Closed | -$250K | – | 203 |
|
|
2023
Q3 | $250K | Sell |
1,312
-141
| -10% | -$26.8K | 0.23% | 157 |
|
|
2023
Q2 | $273K | Hold |
1,453
| – | – | 0.24% | 142 |
|
|
2023
Q1 | $242K | Sell |
1,453
-9
| -0.6% | -$1.5K | 0.22% | 151 |
|
|
2022
Q4 | $242K | Sell |
1,462
-227
| -13% | -$37.6K | 0.21% | 165 |
|
|
2022
Q3 | $252K | Buy |
1,689
+1
| +0.1% | +$149 | 0.25% | 135 |
|
|
2022
Q2 | $262K | Buy |
+1,688
| New | +$262K | 0.26% | 136 |
|
|
2022
Q1 | – | Sell |
-1,956
| Closed | -$340K | – | 171 |
|
|
2021
Q4 | $340K | Buy |
+1,956
| New | +$340K | 0.3% | 125 |
|