Rossmore Private Capital’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 | $287K | Sell |
1,313
-196
| -13% | -$42.9K | 0.03% | 218 |
|
|
2025
Q1 | $368K | Buy |
1,509
+223
| +17% | +$54.4K | 0.05% | 201 |
|
|
2024
Q4 | $273K | Buy |
1,286
+120
| +10% | +$25.5K | 0.03% | 213 |
|
|
2024
Q3 | $260K | Hold |
1,166
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $246K | Sell |
1,166
-15
| -1% | -$3.16K | 0.03% | 215 |
|
|
2024
Q1 | $243K | Hold |
1,181
| – | – | 0.03% | 217 |
|
|
2023
Q4 | $224K | Sell |
1,181
-4
| -0.3% | -$758 | 0.03% | 219 |
|
|
2023
Q3 | $226K | Sell |
1,185
-28
| -2% | -$5.33K | 0.03% | 216 |
|
|
2023
Q2 | $228K | Hold |
1,213
| – | – | 0.03% | 213 |
|
|
2023
Q1 | $202K | Hold |
1,213
| – | – | 0.03% | 223 |
|
|
2022
Q4 | $201K | Buy |
+1,213
| New | +$201K | 0.03% | 222 |
|
|
2022
Q2 | – | Sell |
-1,213
| Closed | -$207K | – | 234 |
|
|
2022
Q1 | $207K | Hold |
1,213
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $211K | Buy |
+1,213
| New | +$211K | 0.03% | 218 |
|
|
2018
Q1 | – | Sell |
-301
| Closed | -$24.5K | – | 289 |
|
|
2017
Q4 | $24.5K | Buy |
+301
| New | +$24.5K | 0.02% | 231 |
|