Trilogy Capital’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,244
Closed -$278K 339
2024
Q3
$278K Sell
1,244
-117
-9% -$26.1K 0.01% 286
2024
Q2
$287K Buy
1,361
+1
+0.1% +$211 0.02% 272
2024
Q1
$280K Buy
+1,360
New +$280K 0.02% 264