Stratos 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 | $265K | Buy |
1,212
+3
| +0.2% | +$656 | 0.01% | 315 |
|
|
2025
Q1 | $295K | Sell |
1,209
-291
| -19% | -$71K | 0.02% | 257 |
|
|
2024
Q4 | $319K | Sell |
1,500
-99
| -6% | -$21K | 0.02% | 206 |
|
|
2024
Q3 | $357K | Buy |
1,599
+118
| +8% | +$26.3K | 0.02% | 184 |
|
|
2024
Q2 | $312K | Buy |
1,481
+106
| +8% | +$22.3K | 0.03% | 179 |
|
|
2024
Q1 | $283K | Buy |
1,375
+54
| +4% | +$11.1K | 0.03% | 167 |
|
|
2023
Q4 | $250K | Buy |
+1,321
| New | +$250K | 0.03% | 166 |
|