Sivia Capital Partners’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 | $256K | Sell |
1,170
-69
| -6% | -$15.1K | 0.08% | 338 |
|
|
2025
Q1 | $302K | Buy |
1,239
+96
| +8% | +$23.4K | 0.14% | 156 |
|
|
2024
Q4 | $243K | Buy |
1,143
+4
| +0.4% | +$850 | 0.12% | 147 |
|
|
2024
Q3 | $254K | Buy |
1,139
+3
| +0.3% | +$669 | 0.15% | 145 |
|
|
2024
Q2 | $239K | Hold |
1,136
| – | – | 0.16% | 146 |
|
|
2024
Q1 | $234K | Buy |
1,136
+2
| +0.2% | +$412 | 0.16% | 147 |
|
|
2023
Q4 | $215K | Buy |
+1,134
| New | +$215K | 0.16% | 150 |
|