Twin Focus Capital Partners’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 | $274K | Hold |
1,253
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $306K | Hold |
1,253
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $266K | Hold |
1,253
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $280K | Hold |
1,253
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $264K | Hold |
1,253
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $258K | Hold |
1,253
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $237K | Hold |
1,253
| – | – | 0.05% | 139 |
|
|
2023
Q3 | $239K | Sell |
1,253
-421
| -25% | -$80.1K | 0.05% | 142 |
|
|
2023
Q2 | $315K | Sell |
1,674
-1,181
| -41% | -$222K | 0.06% | 161 |
|
|
2023
Q1 | $476K | Hold |
2,855
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $473K | Sell |
2,855
-4
| -0.1% | -$662 | 0.1% | 108 |
|
|
2022
Q3 | $427K | Hold |
2,859
| – | – | 0.1% | 104 |
|
|
2022
Q2 | $444K | Hold |
2,859
| – | – | 0.1% | 109 |
|
|
2022
Q1 | $487K | Buy |
2,859
+12
| +0.4% | +$2.04K | 0.09% | 111 |
|
|
2021
Q4 | $495K | Buy |
2,847
+204
| +8% | +$35.5K | 0.1% | 111 |
|
|
2021
Q3 | $400K | Buy |
+2,643
| New | +$400K | 0.09% | 112 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$250K | – | 201 |
|
|
2019
Q3 | $250K | Buy |
+2,500
| New | +$250K | 0.1% | 132 |
|