Thrive Capital Management (Pennsylvania)’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 | – | Sell |
-1,289
| Closed | -$314K | – | 181 |
|
|
2025
Q1 | $314K | Buy |
+1,289
| New | +$314K | 0.19% | 97 |
|
|
2024
Q4 | – | Sell |
-1,285
| Closed | -$287K | – | 147 |
|
|
2024
Q3 | $287K | Buy |
1,285
+1
| +0.1% | +$223 | 0.14% | 156 |
|
|
2024
Q2 | $271K | Buy |
1,284
+2
| +0.2% | +$421 | 0.12% | 160 |
|
|
2024
Q1 | $264K | Buy |
1,282
+1
| +0.1% | +$206 | 0.14% | 89 |
|
|
2023
Q4 | $243K | Buy |
1,281
+2
| +0.2% | +$379 | 0.13% | 122 |
|
|
2023
Q3 | $243K | Buy |
1,279
+1
| +0.1% | +$190 | 0.14% | 115 |
|
|
2023
Q2 | $240K | Buy |
1,278
+2
| +0.2% | +$376 | 0.14% | 115 |
|
|
2023
Q1 | $210K | Buy |
1,276
+1
| +0.1% | +$165 | 0.13% | 119 |
|
|
2022
Q4 | $211K | Buy |
+1,275
| New | +$211K | 0.14% | 109 |
|
|
2022
Q2 | – | Sell |
-1,301
| Closed | -$222K | – | 112 |
|
|
2022
Q1 | $222K | Buy |
1,301
+23
| +2% | +$3.93K | 0.13% | 88 |
|
|
2021
Q4 | $222K | Sell |
1,278
-385
| -23% | -$66.9K | 0.14% | 97 |
|
|
2021
Q3 | $252K | Hold |
1,663
| – | – | 0.19% | 95 |
|
|
2021
Q2 | $234K | Hold |
1,663
| – | – | 0.18% | 105 |
|
|
2021
Q1 | $203K | Buy |
+1,663
| New | +$203K | 0.19% | 106 |
|