Running Oak Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $16.3M | Buy |
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|
2024
Q4 | $13.2M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $8.89M | Buy |
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|
2023
Q3 | $7.78M | Sell |
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|
2023
Q2 | $7.79M | Buy |
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|
2023
Q1 | $6.39M | Sell |
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|
2022
Q4 | $6.43M | Buy |
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|
2022
Q3 | $5.38M | Buy |
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|
2021
Q2 | $5.78M | Sell |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $4.92M | Sell |
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|
2020
Q3 | $4.95M | Buy |
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|
2020
Q2 | $4.6M | Sell |
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|
2020
Q1 | $4.07M | Sell |
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|
2019
Q4 | $5.4M | Buy |
|