Stone House Investment Management’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 | $45K | Sell |
206
-57
| -22% | -$12.5K | 0.01% | 160 |
|
|
2025
Q1 | $64.2K | Buy |
+263
| New | +$64.2K | 0.01% | 130 |
|
|
2024
Q4 | – | Sell |
-214
| Closed | -$47.7K | – | 233 |
|
|
2024
Q3 | $47.7K | Hold |
214
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $45.1K | Sell |
214
-14
| -6% | -$2.95K | 0.01% | 130 |
|
|
2024
Q1 | $47K | Buy |
+228
| New | +$47K | 0.01% | 135 |
|