Solstein Capital’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 | $38.3K | Buy |
175
+40
| +30% | +$8.75K | 0.02% | 225 |
|
|
2025
Q1 | $32.9K | Hold |
135
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $28.7K | Hold |
135
| – | – | 0.02% | 186 |
|
|
2024
Q3 | $30.1K | Hold |
135
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $28.4K | Hold |
135
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $27.8K | Hold |
135
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $25.6K | Hold |
135
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $25.7K | Hold |
135
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $25.4K | Hold |
135
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $22.5K | Hold |
135
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $22.3K | Sell |
135
-368
| -73% | -$60.9K | 0.02% | 173 |
|
|
2022
Q3 | $75K | Hold |
503
| – | – | 0.07% | 132 |
|
|
2022
Q2 | $78K | Hold |
503
| – | – | 0.06% | 147 |
|
|
2022
Q1 | $86K | Hold |
503
| – | – | 0.06% | 156 |
|
|
2021
Q4 | $87K | Hold |
503
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $76K | Hold |
503
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $71K | Hold |
503
| – | – | 0.09% | 195 |
|
|
2021
Q1 | $61K | Buy |
+503
| New | +$61K | 0.08% | 194 |
|
|
2020
Q4 | – | Sell |
-368
| Closed | -$42K | – | 158 |
|
|
2020
Q3 | $42K | Hold |
368
| – | – | 0.09% | 139 |
|
|
2020
Q2 | $40K | Hold |
368
| – | – | 0.1% | 125 |
|
|
2020
Q1 | $32K | Hold |
368
| – | – | 0.12% | 101 |
|
|
2019
Q4 | $41K | Buy |
+368
| New | +$41K | 0.08% | 120 |
|