Rothschild Investment LLC’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 | $377K | Sell |
1,723
-115
| -6% | -$25.1K | 0.02% | 386 |
|
|
2025
Q1 | $449K | Buy |
1,838
+64
| +4% | +$15.6K | 0.03% | 360 |
|
|
2024
Q4 | $377K | Buy |
1,774
+7
| +0.4% | +$1.49K | 0.02% | 391 |
|
|
2024
Q3 | $394K | Sell |
1,767
-325
| -16% | -$72.5K | 0.03% | 388 |
|
|
2024
Q2 | $441K | Buy |
2,092
+1,502
| +255% | +$317K | 0.03% | 354 |
|
|
2024
Q1 | $122K | Sell |
590
-55
| -9% | -$11.3K | 0.01% | 557 |
|
|
2023
Q4 | $122K | Buy |
+645
| New | +$122K | 0.01% | 496 |
|
|
2020
Q2 | – | Sell |
-11,868
| Closed | -$1.03M | – | 437 |
|
|
2020
Q1 | $1.03M | Hold |
11,868
| – | – | 0.13% | 159 |
|
|
2019
Q4 | $1.32M | Buy |
+11,868
| New | +$1.32M | 0.13% | 158 |
|
|
2018
Q2 | – | Sell |
-20,437
| Closed | -$1.69M | – | 384 |
|
|
2018
Q1 | $1.69M | Hold |
20,437
| – | – | 0.22% | 113 |
|
|
2017
Q4 | $1.66M | Hold |
20,437
| – | – | 0.18% | 135 |
|
|
2017
Q3 | $1.71M | Buy |
+20,437
| New | +$1.71M | 0.19% | 129 |
|
|
2017
Q2 | – | Sell |
-20,437
| Closed | -$1.51M | – | 478 |
|
|
2017
Q1 | $1.51M | Buy |
20,437
+434
| +2% | +$32.1K | 0.18% | 148 |
|
|
2016
Q4 | $1.35M | Buy |
+20,003
| New | +$1.35M | 0.16% | 151 |
|