Sherbrooke Park Advisers’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 | – | Sell |
-1,093
| Closed | -$267K | – | 678 |
|
|
2025
Q1 | $267K | Buy |
1,093
+87
| +9% | +$21.2K | 0.12% | 334 |
|
|
2024
Q4 | $214K | Buy |
+1,006
| New | +$214K | 0.07% | 556 |
|
|
2024
Q1 | – | Sell |
-1,189
| Closed | -$225K | – | 944 |
|
|
2023
Q4 | $225K | Buy |
+1,189
| New | +$225K | 0.11% | 301 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$376K | – | 578 |
|
|
2023
Q2 | $376K | Buy |
+2,000
| New | +$376K | 0.2% | 225 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$248K | – | 271 |
|
|
2022
Q4 | $248K | Buy |
+1,500
| New | +$248K | 0.18% | 215 |
|