Smartleaf Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,386
-589
| -8% | -$128K | 0.12% | 195 |
|
|
2025
Q1 | $1.69M | Buy |
6,975
+481
| +7% | +$117K | 0.16% | 143 |
|
|
2024
Q4 | $1.38M | Buy |
6,494
+1,117
| +21% | +$237K | 0.14% | 159 |
|
|
2024
Q3 | $1.2M | Buy |
5,377
+1,393
| +35% | +$312K | 0.15% | 161 |
|
|
2024
Q2 | $841K | Buy |
3,984
+741
| +23% | +$156K | 0.14% | 172 |
|
|
2024
Q1 | $667K | Buy |
3,243
+844
| +35% | +$174K | 0.13% | 184 |
|
|
2023
Q4 | $448K | Buy |
+2,399
| New | +$448K | 0.12% | 178 |
|