Steph & 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 | $15.5K | Hold |
71
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $17.3K | Buy |
71
+4
| +6% | +$976 | 0.01% | 213 |
|
|
2024
Q4 | $14.2K | Sell |
67
-38
| -36% | -$8.07K | ﹤0.01% | 224 |
|
|
2024
Q3 | $23.4K | Hold |
105
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $22.1K | Buy |
105
+8
| +8% | +$1.69K | 0.01% | 201 |
|
|
2024
Q1 | $20K | Buy |
+97
| New | +$20K | 0.01% | 211 |
|