SPC
Spirepoint Private Client’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
2,800
-4
| -0.1% | -$875 | 0.07% | 143 |
|
|
2025
Q1 | $684K | Sell |
2,804
-4
| -0.1% | -$976 | 0.09% | 119 |
|
|
2024
Q4 | $596K | Sell |
2,808
-5
| -0.2% | -$1.06K | 0.07% | 130 |
|
|
2024
Q3 | $628K | Buy |
2,813
+5
| +0.2% | +$1.12K | 0.08% | 129 |
|
|
2024
Q2 | $592K | Sell |
2,808
-250
| -8% | -$52.7K | 0.08% | 128 |
|
|
2024
Q1 | $630K | Buy |
+3,058
| New | +$630K | 0.1% | 117 |
|