VPI
Value Partners Investments’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
11,907
+900
| +8% | +$196K | 0.2% | 55 |
|
|
2025
Q1 | $2.69M | Sell |
11,007
-9,667
| -47% | -$2.36M | 0.23% | 46 |
|
|
2024
Q4 | $5.35M | Buy |
20,674
+924
| +5% | +$239K | 1.24% | 32 |
|
|
2024
Q3 | $5.19M | Buy |
19,750
+10,622
| +116% | +$2.79M | 0.18% | 47 |
|
|
2024
Q2 | $1.92M | Buy |
9,128
+1,320
| +17% | +$278K | 0.17% | 45 |
|
|
2024
Q1 | $1.61M | Buy |
+7,808
| New | +$1.61M | 0.13% | 49 |
|