Simon Quick 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 | $682K | Buy |
3,119
+221
| +8% | +$48.3K | 0.03% | 342 |
|
|
2025
Q1 | $707K | Buy |
2,898
+660
| +29% | +$161K | 0.04% | 224 |
|
|
2024
Q4 | $475K | Buy |
2,238
+175
| +8% | +$37.2K | 0.03% | 256 |
|
|
2024
Q3 | $460K | Buy |
2,063
+235
| +13% | +$52.4K | 0.03% | 252 |
|
|
2024
Q2 | $385K | Buy |
1,828
+748
| +69% | +$158K | 0.03% | 254 |
|
|
2024
Q1 | $222K | Buy |
+1,080
| New | +$222K | 0.02% | 372 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$4K | – | 484 |
|
|
2020
Q1 | $4K | Sell |
50
-17
| -25% | -$1.36K | ﹤0.01% | 364 |
|
|
2019
Q4 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 443 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$5.69K | – | 465 |
|
|
2019
Q2 | $5.69K | Buy |
+57
| New | +$5.69K | ﹤0.01% | 271 |
|
|
2018
Q3 | – | Sell |
-47
| Closed | -$3K | – | 327 |
|
|
2018
Q2 | $3K | Sell |
47
-106
| -69% | -$6.77K | ﹤0.01% | 312 |
|
|
2018
Q1 | $13K | Buy |
153
+38
| +33% | +$3.23K | 0.01% | 230 |
|
|
2017
Q4 | $10K | Buy |
+115
| New | +$10K | ﹤0.01% | 339 |
|