Stablepoint 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 | – | Sell |
-861
| Closed | -$210K | – | 251 |
|
|
2025
Q1 | $210K | Buy |
+861
| New | +$210K | 0.04% | 233 |
|
|
2024
Q4 | – | Sell |
-920
| Closed | -$205K | – | 244 |
|
|
2024
Q3 | $205K | Hold |
920
| – | – | 0.04% | 234 |
|
|
2024
Q2 | $202K | Sell |
920
-302
| -25% | -$66.3K | 0.04% | 235 |
|
|
2024
Q1 | $252K | Buy |
+1,222
| New | +$252K | 0.05% | 222 |
|