Summit Trail Advisors’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 | $2.29M | Buy |
+10,484
| New | +$2.29M | 0.04% | 238 |
|
|
2024
Q4 | – | Sell |
-7,035
| Closed | -$1.57M | – | 621 |
|
|
2024
Q3 | $1.57M | Buy |
7,035
+1,531
| +28% | +$342K | 0.04% | 195 |
|
|
2024
Q2 | $1.16M | Buy |
5,504
+1,030
| +23% | +$217K | 0.03% | 219 |
|
|
2024
Q1 | $922K | Buy |
4,474
+1,094
| +32% | +$225K | 0.02% | 228 |
|
|
2023
Q4 | $640K | Sell |
3,380
-473
| -12% | -$89.6K | 0.02% | 241 |
|
|
2023
Q3 | $733K | Buy |
3,853
+298
| +8% | +$56.7K | 0.03% | 208 |
|
|
2023
Q2 | $669K | Buy |
3,555
+1,596
| +81% | +$300K | 0.03% | 215 |
|
|
2023
Q1 | $326K | Buy |
1,959
+655
| +50% | +$109K | 0.01% | 304 |
|
|
2022
Q4 | $216K | Buy |
+1,304
| New | +$216K | 0.01% | 347 |
|
|
2018
Q2 | – | Sell |
-4,835
| Closed | -$246K | – | 591 |
|
|
2018
Q1 | $246K | Buy |
4,835
+540
| +13% | +$27.5K | 0.04% | 323 |
|
|
2017
Q4 | $355K | Buy |
+4,295
| New | +$355K | 0.04% | 282 |
|