TPA
Trivium Point Advisory’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
3,980
-213
| -5% | -$46.6K | 0.09% | 194 |
|
|
2025
Q1 | $1.02M | Buy |
4,193
+325
| +8% | +$79.3K | 0.13% | 160 |
|
|
2024
Q4 | $822K | Sell |
3,868
-81
| -2% | -$17.2K | 0.1% | 188 |
|
|
2024
Q3 | $891K | Buy |
3,949
+535
| +16% | +$121K | 0.12% | 179 |
|
|
2024
Q2 | $719K | Buy |
3,414
+2,106
| +161% | +$444K | 0.11% | 183 |
|
|
2024
Q1 | $269K | Buy |
+1,308
| New | +$269K | 0.06% | 192 |
|