Siemens Fonds Invest’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 | $7.82M | Buy |
35,764
+991
| +3% | +$217K | 0.46% | 39 |
|
2025
Q1 | $8.49M | Buy |
34,773
+1,153
| +3% | +$281K | 0.58% | 30 |
|
2024
Q4 | $7.13M | Buy |
33,620
+2,150
| +7% | +$456K | 0.48% | 37 |
|
2024
Q3 | $7.02M | Sell |
31,470
-126
| -0.4% | -$28.1K | 0.56% | 32 |
|
2024
Q2 | $6.66M | Buy |
31,596
+90
| +0.3% | +$19K | 0.5% | 43 |
|
2024
Q1 | $6.49M | Sell |
31,506
-838
| -3% | -$173K | 0.5% | 41 |
|
2023
Q4 | $6.13M | Buy |
32,344
+4,094
| +14% | +$776K | 0.5% | 41 |
|
2023
Q3 | $5.38M | Buy |
28,250
+423
| +2% | +$80.5K | 0.54% | 36 |
|
2023
Q2 | $5.21M | Sell |
27,827
-547
| -2% | -$102K | 0.51% | 42 |
|
2023
Q1 | $4.73M | Sell |
28,374
-60
| -0.2% | -$9.99K | 0.5% | 49 |
|
2022
Q4 | $4.71M | Sell |
28,434
-397
| -1% | -$65.7K | 0.47% | 44 |
|
2022
Q3 | $4.3M | Buy |
28,831
+123
| +0.4% | +$18.4K | 0.49% | 46 |
|
2022
Q2 | $4.46M | Sell |
28,708
-108
| -0.4% | -$16.8K | 0.47% | 50 |
|
2022
Q1 | $4.91M | Buy |
28,816
+468
| +2% | +$79.8K | 0.4% | 57 |
|
2021
Q4 | $4.92M | Sell |
28,348
-2,826
| -9% | -$490K | 0.32% | 65 |
|
2021
Q3 | $4.72M | Buy |
31,174
+748
| +2% | +$113K | 0.32% | 57 |
|
2021
Q2 | $4.28M | Sell |
30,426
-13,098
| -30% | -$1.84M | 0.51% | 59 |
|
2021
Q1 | $5.3M | Buy |
43,524
+9,966
| +30% | +$1.21M | 0.51% | 53 |
|
2020
Q4 | $3.86M | Buy |
+33,558
| New | +$3.86M | 0.4% | 77 |
|