Slocum, Gordon & Co’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 | $19.7K | Hold |
90
| – | – | 0.02% | 99 |
|
|
2025
Q1 | $22K | Hold |
90
| – | – | 0.02% | 98 |
|
|
2024
Q4 | $19.1K | Hold |
90
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $20.1K | Hold |
90
| – | – | 0.01% | 99 |
|
|
2024
Q2 | $19K | Hold |
90
| – | – | 0.01% | 106 |
|
|
2024
Q1 | $18.5K | Hold |
90
| – | – | 0.01% | 105 |
|
|
2023
Q4 | $17.1K | Hold |
90
| – | – | 0.02% | 106 |
|
|
2023
Q3 | $17.1K | Hold |
90
| – | – | 0.01% | 109 |
|
|
2023
Q2 | $16.9K | Buy |
+90
| New | +$16.9K | 0.01% | 108 |
|