Suncoast Equity 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 | $4.39M | Buy |
20,082
+350
| +2% | +$76.5K | 0.45% | 26 |
|
|
2025
Q1 | $4.82M | Buy |
19,732
+511
| +3% | +$125K | 0.54% | 24 |
|
|
2024
Q4 | $4.08M | Buy |
19,221
+446
| +2% | +$94.7K | 0.46% | 25 |
|
|
2024
Q3 | $4.19M | Buy |
18,775
+4,755
| +34% | +$1.06M | 0.48% | 26 |
|
|
2024
Q2 | $2.95M | Buy |
14,020
+5,262
| +60% | +$1.11M | 0.33% | 28 |
|
|
2024
Q1 | $1.8M | Buy |
8,758
+713
| +9% | +$147K | 0.21% | 32 |
|
|
2023
Q4 | $1.52M | Buy |
+8,045
| New | +$1.52M | 0.2% | 33 |
|