ROC
Running Oak Capital’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
72,442
+5,803
| +9% | +$1.27M | 1.76% | 45 |
|
|
2025
Q1 | $16.3M | Buy |
66,639
+4,633
| +7% | +$1.13M | 1.96% | 9 |
|
|
2024
Q4 | $13.2M | Buy |
62,006
+5,422
| +10% | +$1.15M | 1.72% | 36 |
|
|
2024
Q3 | $12.6M | Buy |
56,584
+900
| +2% | +$201K | 1.71% | 39 |
|
|
2024
Q2 | $11.7M | Buy |
55,684
+3,277
| +6% | +$691K | 1.82% | 21 |
|
|
2024
Q1 | $10.8M | Buy |
52,407
+5,491
| +12% | +$1.13M | 1.73% | 36 |
|
|
2023
Q4 | $8.89M | Buy |
46,916
+6,049
| +15% | +$1.15M | 1.75% | 37 |
|
|
2023
Q3 | $7.78M | Sell |
40,867
-551
| -1% | -$105K | 1.99% | 7 |
|
|
2023
Q2 | $7.79M | Buy |
41,418
+3,033
| +8% | +$570K | 1.91% | 19 |
|
|
2023
Q1 | $6.39M | Sell |
38,385
-479
| -1% | -$79.8K | 1.82% | 26 |
|
|
2022
Q4 | $6.43M | Buy |
38,864
+2,848
| +8% | +$471K | 1.89% | 22 |
|
|
2022
Q3 | $5.38M | Buy |
+36,016
| New | +$5.38M | 1.86% | 21 |
|
|
2021
Q2 | $5.78M | Sell |
41,075
-5,383
| -12% | -$757K | 3.2% | 13 |
|
|
2021
Q1 | $5.66M | Buy |
46,458
+4,427
| +11% | +$539K | 1.72% | 33 |
|
|
2020
Q4 | $4.92M | Sell |
42,031
-1,120
| -3% | -$131K | 1.64% | 39 |
|
|
2020
Q3 | $4.95M | Buy |
43,151
+328
| +0.8% | +$37.6K | 1.8% | 21 |
|
|
2020
Q2 | $4.6M | Sell |
42,823
-4,224
| -9% | -$454K | 1.82% | 17 |
|
|
2020
Q1 | $4.07M | Sell |
47,047
-1,433
| -3% | -$124K | 1.76% | 48 |
|
|
2019
Q4 | $5.4M | Buy |
+48,480
| New | +$5.4M | 1.84% | 10 |
|