Verdence Capital Advisors’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 | $348K | Buy |
1,590
+149
| +10% | +$32.6K | 0.02% | 513 |
|
|
2025
Q1 | $352K | Buy |
1,441
+60
| +4% | +$14.6K | 0.03% | 487 |
|
|
2024
Q4 | $293K | Buy |
1,381
+136
| +11% | +$28.9K | 0.02% | 522 |
|
|
2024
Q3 | $278K | Buy |
1,245
+216
| +21% | +$48.2K | 0.02% | 542 |
|
|
2024
Q2 | $217K | Buy |
1,029
+22
| +2% | +$4.64K | 0.02% | 556 |
|
|
2024
Q1 | $207K | Buy |
+1,007
| New | +$207K | 0.02% | 569 |
|
|
2019
Q2 | – | Sell |
-31,957
| Closed | -$3M | – | 292 |
|
|
2019
Q1 | $3M | Buy |
+31,957
| New | +$3M | 0.81% | 38 |
|
|
2018
Q2 | – | Sell |
-2,632
| Closed | -$217K | – | 302 |
|
|
2018
Q1 | $217K | Sell |
2,632
-593
| -18% | -$48.9K | 0.05% | 261 |
|
|
2017
Q4 | $262K | Buy |
+3,225
| New | +$262K | 0.06% | 229 |
|