TwinBeech Capital’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 | $16.7M | Buy |
+76,513
| New | +$16.7M | 0.38% | 78 |
|
|
2025
Q1 | – | Sell |
-5,383
| Closed | -$1.14M | – | 864 |
|
|
2024
Q4 | $1.14M | Sell |
5,383
-36,059
| -87% | -$7.66M | 0.02% | 373 |
|
|
2024
Q3 | $9.25M | Buy |
+41,442
| New | +$9.25M | 0.18% | 151 |
|
|
2023
Q4 | – | Sell |
-279,123
| Closed | -$53.1M | – | 802 |
|
|
2023
Q3 | $53.1M | Buy |
+279,123
| New | +$53.1M | 1.02% | 16 |
|
|
2023
Q2 | – | Sell |
-1,774
| Closed | -$295K | – | 765 |
|
|
2023
Q1 | $295K | Sell |
1,774
-76,989
| -98% | -$12.8M | 0.01% | 549 |
|
|
2022
Q4 | $13M | Sell |
78,763
-70,715
| -47% | -$11.7M | 0.25% | 114 |
|
|
2022
Q3 | $22.3M | Buy |
+149,478
| New | +$22.3M | 0.59% | 45 |
|
|
2022
Q1 | – | Sell |
-7,306
| Closed | -$1.27M | – | 654 |
|
|
2021
Q4 | $1.27M | Sell |
7,306
-23,436
| -76% | -$4.07M | 0.07% | 303 |
|
|
2021
Q3 | $4.66M | Buy |
+30,742
| New | +$4.66M | 0.33% | 83 |
|
|
2020
Q2 | – | Sell |
-30,935
| Closed | -$2.68M | – | 450 |
|
|
2020
Q1 | $2.68M | Buy |
+30,935
| New | +$2.68M | 1.07% | 14 |
|