Union Heritage 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 | $3.07M | Hold |
14,064
| – | – | 1.07% | 34 |
|
|
2025
Q1 | $3.43M | Hold |
14,064
| – | – | 1.28% | 29 |
|
|
2024
Q4 | $2.99M | Hold |
14,064
| – | – | 1.1% | 33 |
|
|
2024
Q3 | $3.14M | Hold |
14,064
| – | – | 1.16% | 32 |
|
|
2024
Q2 | $2.96M | Hold |
14,064
| – | – | 1.17% | 30 |
|
|
2024
Q1 | $2.9M | Buy |
14,064
+2,064
| +17% | +$425K | 1.15% | 33 |
|
|
2023
Q4 | $2.27M | Hold |
12,000
| – | – | 1.18% | 33 |
|
|
2023
Q3 | $2.28M | Hold |
12,000
| – | – | 1.29% | 31 |
|
|
2023
Q2 | $2.26M | Hold |
12,000
| – | – | 1.22% | 32 |
|
|
2023
Q1 | $2M | Hold |
12,000
| – | – | 1.21% | 33 |
|
|
2022
Q4 | $1.99M | Hold |
12,000
| – | – | 1.21% | 33 |
|
|
2022
Q3 | $1.79M | Hold |
12,000
| – | – | 1.19% | 34 |
|
|
2022
Q2 | $1.86M | Hold |
12,000
| – | – | 1.2% | 34 |
|
|
2022
Q1 | $2.05M | Hold |
12,000
| – | – | 1.14% | 34 |
|
|
2021
Q4 | $2.09M | Hold |
12,000
| – | – | 0.98% | 37 |
|
|
2021
Q3 | $1.82M | Hold |
12,000
| – | – | 0.85% | 37 |
|
|
2021
Q2 | $1.69M | Buy |
12,000
+2,000
| +20% | +$281K | 0.79% | 38 |
|
|
2021
Q1 | $1.22M | Buy |
+10,000
| New | +$1.22M | 0.61% | 45 |
|