Summit Financial’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 | $2.76M | Sell |
12,637
-537
| -4% | -$117K | 0.06% | 245 |
|
|
2025
Q1 | $3.21M | Buy |
13,174
+150
| +1% | +$36.6K | 0.09% | 195 |
|
|
2024
Q4 | $2.77M | Buy |
13,024
+370
| +3% | +$78.6K | 0.1% | 169 |
|
|
2024
Q3 | $2.82M | Buy |
12,654
+256
| +2% | +$57.1K | 0.11% | 146 |
|
|
2024
Q2 | $2.61M | Buy |
12,398
+5,206
| +72% | +$1.1M | 0.12% | 121 |
|
|
2024
Q1 | $1.48M | Sell |
7,192
-173
| -2% | -$35.6K | 0.09% | 135 |
|
|
2023
Q4 | $1.4M | Buy |
7,365
+61
| +0.8% | +$11.6K | 0.09% | 139 |
|
|
2023
Q3 | $1.39M | Sell |
7,304
-164
| -2% | -$31.2K | 0.1% | 126 |
|
|
2023
Q2 | $1.4M | Sell |
7,468
-198
| -3% | -$37.2K | 0.1% | 115 |
|
|
2023
Q1 | $1.28M | Buy |
7,666
+21
| +0.3% | +$3.5K | 0.11% | 94 |
|
|
2022
Q4 | $1.27M | Sell |
7,645
-347
| -4% | -$57.4K | 0.12% | 92 |
|
|
2022
Q3 | $1.19M | Buy |
7,992
+1,168
| +17% | +$174K | 0.11% | 88 |
|
|
2022
Q2 | $1.06M | Sell |
6,824
-55
| -0.8% | -$8.54K | 0.1% | 93 |
|
|
2022
Q1 | $1.17M | Buy |
6,879
+1,135
| +20% | +$193K | 0.09% | 103 |
|
|
2021
Q4 | $998K | Buy |
5,744
+1,803
| +46% | +$313K | 0.08% | 108 |
|
|
2021
Q3 | $597K | Buy |
3,941
+2,047
| +108% | +$310K | 0.05% | 121 |
|
|
2021
Q2 | $266K | Buy |
+1,894
| New | +$266K | 0.03% | 146 |
|