Trifecta Capital 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 | $63.2K | Hold |
289
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $70.5K | Hold |
289
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $61.4K | Hold |
289
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $64.5K | Sell |
289
-61
| -17% | -$13.6K | 0.01% | 127 |
|
|
2024
Q2 | $73.8K | Buy |
350
+61
| +21% | +$12.9K | 0.02% | 122 |
|
|
2024
Q1 | $59.5K | Hold |
289
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $54.8K | Hold |
289
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $55K | Buy |
289
+150
| +108% | +$28.5K | 0.02% | 136 |
|
|
2023
Q2 | $26.1K | Hold |
139
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $23.2K | Hold |
139
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $23K | Buy |
+139
| New | +$23K | 0.01% | 167 |
|