Venture Visionary 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 | $1.46M | Buy |
6,685
+558
| +9% | +$122K | 0.05% | 241 |
|
|
2025
Q1 | $1.5M | Sell |
6,127
-72
| -1% | -$17.6K | 0.06% | 232 |
|
|
2024
Q4 | $1.32M | Sell |
6,199
-83
| -1% | -$17.6K | 0.06% | 244 |
|
|
2024
Q3 | $1.4M | Sell |
6,282
-4,122
| -40% | -$919K | 0.06% | 237 |
|
|
2024
Q2 | $2.19M | Buy |
10,404
+186
| +2% | +$39.2K | 0.1% | 181 |
|
|
2024
Q1 | $2.1M | Sell |
10,218
-71
| -0.7% | -$14.6K | 0.1% | 187 |
|
|
2023
Q4 | $1.95M | Sell |
10,289
-889
| -8% | -$168K | 0.1% | 179 |
|
|
2023
Q3 | $2.13M | Buy |
11,178
+17
| +0.2% | +$3.24K | 0.13% | 151 |
|
|
2023
Q2 | $2.1M | Buy |
11,161
+164
| +1% | +$30.8K | 0.12% | 157 |
|
|
2023
Q1 | $1.83M | Sell |
10,997
-296
| -3% | -$49.3K | 0.12% | 166 |
|
|
2022
Q4 | $1.87M | Sell |
11,293
-854
| -7% | -$141K | 0.14% | 140 |
|
|
2022
Q3 | $1.81M | Buy |
12,147
+95
| +0.8% | +$14.2K | 0.15% | 135 |
|
|
2022
Q2 | $1.87M | Sell |
12,052
-125
| -1% | -$19.4K | 0.14% | 127 |
|
|
2022
Q1 | $2.08M | Buy |
12,177
+147
| +1% | +$25K | 0.14% | 137 |
|
|
2021
Q4 | $2.09M | Buy |
12,030
+437
| +4% | +$76K | 0.14% | 133 |
|
|
2021
Q3 | $1.75M | Sell |
11,593
-1,451
| -11% | -$219K | 0.12% | 146 |
|
|
2021
Q2 | $1.83M | Sell |
13,044
-3,040
| -19% | -$427K | 0.15% | 132 |
|
|
2021
Q1 | $1.96M | Buy |
16,084
+3,498
| +28% | +$426K | 0.16% | 117 |
|
|
2020
Q4 | $1.47M | Buy |
12,586
+7,953
| +172% | +$930K | 0.16% | 111 |
|
|
2020
Q3 | $550K | Buy |
4,633
+1,322
| +40% | +$157K | 0.13% | 100 |
|
|
2020
Q2 | $355K | Buy |
3,311
+855
| +35% | +$91.7K | 0.1% | 117 |
|
|
2020
Q1 | $212K | Buy |
2,456
+389
| +19% | +$33.6K | 0.08% | 135 |
|
|
2019
Q4 | $230K | Buy |
+2,067
| New | +$230K | 0.07% | 154 |
|