Stonegate Investment Group’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 | $5.27M | Sell |
24,096
-1,048
| -4% | -$229K | 0.13% | 72 |
|
|
2025
Q1 | $6.14M | Sell |
25,144
-56
| -0.2% | -$13.7K | 0.16% | 60 |
|
|
2024
Q4 | $5.35M | Sell |
25,200
-2,344
| -9% | -$498K | 0.14% | 66 |
|
|
2024
Q3 | $6.14M | Sell |
27,544
-2,823
| -9% | -$630K | 0.16% | 64 |
|
|
2024
Q2 | $6.4M | Sell |
30,367
-124
| -0.4% | -$26.1K | 0.18% | 57 |
|
|
2024
Q1 | $6.28M | Sell |
30,491
-943
| -3% | -$194K | 0.2% | 62 |
|
|
2023
Q4 | $5.96M | Sell |
31,434
-596
| -2% | -$113K | 0.2% | 60 |
|
|
2023
Q3 | $6.1M | Sell |
32,030
-8,610
| -21% | -$1.64M | 0.22% | 57 |
|
|
2023
Q2 | $7.64M | Sell |
40,640
-726
| -2% | -$137K | 0.27% | 56 |
|
|
2023
Q1 | $6.89M | Sell |
41,366
-3,160
| -7% | -$526K | 0.26% | 55 |
|
|
2022
Q4 | $7.37M | Sell |
44,526
-1,439
| -3% | -$238K | 0.32% | 48 |
|
|
2022
Q3 | $6.86M | Sell |
45,965
-534
| -1% | -$79.7K | 0.31% | 54 |
|
|
2022
Q2 | $7.22M | Buy |
46,499
+572
| +1% | +$88.8K | 0.32% | 54 |
|
|
2022
Q1 | $7.83M | Sell |
45,927
-1,418
| -3% | -$242K | 0.26% | 51 |
|
|
2021
Q4 | $8.23M | Buy |
+47,345
| New | +$8.23M | 0.35% | 53 |
|