Roble Belko & 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 | $342K | Hold |
1,566
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $382K | Sell |
1,566
-344
| -18% | -$83.9K | 0.06% | 85 |
|
|
2024
Q4 | $406K | Hold |
1,910
| – | – | 0.06% | 81 |
|
|
2024
Q3 | $426K | Hold |
1,910
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $402K | Sell |
1,910
-396
| -17% | -$83.3K | 0.07% | 77 |
|
|
2024
Q1 | $475K | Hold |
2,306
| – | – | 0.08% | 74 |
|
|
2023
Q4 | $437K | Buy |
2,306
+319
| +16% | +$60.5K | 0.08% | 65 |
|
|
2023
Q3 | $378K | Hold |
1,987
| – | – | 0.08% | 67 |
|
|
2023
Q2 | $374K | Hold |
1,987
| – | – | 0.07% | 66 |
|
|
2023
Q1 | $331K | Sell |
1,987
-1,090
| -35% | -$182K | 0.07% | 72 |
|
|
2022
Q4 | $509K | Hold |
3,077
| – | – | 0.11% | 66 |
|
|
2022
Q3 | $459K | Hold |
3,077
| – | – | 0.11% | 61 |
|
|
2022
Q2 | $478K | Buy |
3,077
+1,987
| +182% | +$309K | 0.11% | 59 |
|
|
2022
Q1 | $186K | Buy |
+1,090
| New | +$186K | 0.04% | 105 |
|
|
2020
Q2 | – | Sell |
-1,079
| Closed | -$93K | – | 331 |
|
|
2020
Q1 | $93K | Buy |
+1,079
| New | +$93K | 0.03% | 119 |
|