TKG 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 | $2.34M | Buy |
10,695
+464
| +5% | +$101K | 1.05% | 32 |
|
|
2025
Q1 | $2.5M | Sell |
10,231
-291
| -3% | -$71K | 1.23% | 27 |
|
|
2024
Q4 | $2.3M | Sell |
10,522
-30
| -0.3% | -$6.57K | 1.06% | 33 |
|
|
2024
Q3 | $2.35M | Buy |
10,552
+256
| +2% | +$57.1K | 1.16% | 29 |
|
|
2024
Q2 | $2.17M | Sell |
10,296
-149
| -1% | -$31.4K | 1.18% | 27 |
|
|
2024
Q1 | $2.15M | Buy |
+10,445
| New | +$2.15M | 1.2% | 26 |
|