Sage Mountain Advisors’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 | $951K | Buy |
4,349
+14
| +0.3% | +$3.06K | 0.06% | 146 |
|
|
2025
Q1 | $1.06M | Buy |
4,335
+874
| +25% | +$213K | 0.08% | 111 |
|
|
2024
Q4 | $735K | Sell |
3,461
-209
| -6% | -$44.4K | 0.05% | 158 |
|
|
2024
Q3 | $819K | Buy |
3,670
+163
| +5% | +$36.4K | 0.07% | 134 |
|
|
2024
Q2 | $739K | Buy |
3,507
+482
| +16% | +$102K | 0.07% | 128 |
|
|
2024
Q1 | $623K | Sell |
3,025
-77
| -2% | -$15.9K | 0.06% | 129 |
|
|
2023
Q4 | $588K | Buy |
3,102
+529
| +21% | +$100K | 0.07% | 120 |
|
|
2023
Q3 | $490K | Buy |
2,573
+72
| +3% | +$13.7K | 0.07% | 116 |
|
|
2023
Q2 | $470K | Buy |
2,501
+89
| +4% | +$16.7K | 0.07% | 119 |
|
|
2023
Q1 | $402K | Buy |
2,412
+980
| +68% | +$163K | 0.06% | 124 |
|
|
2022
Q4 | $237K | Buy |
+1,432
| New | +$237K | 0.05% | 140 |
|
|
2022
Q2 | – | Sell |
-1,398
| Closed | -$238K | – | 631 |
|
|
2022
Q1 | $238K | Sell |
1,398
-74
| -5% | -$12.6K | 0.04% | 427 |
|
|
2021
Q4 | $256K | Buy |
1,472
+124
| +9% | +$21.6K | 0.03% | 470 |
|
|
2021
Q3 | $204K | Buy |
+1,348
| New | +$204K | 0.03% | 433 |
|