Verus Capital 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 | $286K | Sell |
1,310
-36
| -3% | -$7.87K | 0.02% | 333 |
|
|
2025
Q1 | $328K | Sell |
1,346
-31
| -2% | -$7.56K | 0.03% | 293 |
|
|
2024
Q4 | $292K | Sell |
1,377
-314
| -19% | -$66.7K | 0.03% | 314 |
|
|
2024
Q3 | $377K | Sell |
1,691
-98
| -5% | -$21.9K | 0.03% | 246 |
|
|
2024
Q2 | $377K | Sell |
1,789
-158
| -8% | -$33.3K | 0.04% | 248 |
|
|
2024
Q1 | $401K | Sell |
1,947
-54
| -3% | -$11.1K | 0.04% | 223 |
|
|
2023
Q4 | $379K | Buy |
2,001
+397
| +25% | +$75.2K | 0.05% | 205 |
|
|
2023
Q3 | $305K | Buy |
1,604
+181
| +13% | +$34.5K | 0.04% | 220 |
|
|
2023
Q2 | $268K | Buy |
+1,423
| New | +$268K | 0.04% | 235 |
|
|
2020
Q1 | $40K | Sell |
465
-50
| -10% | -$4.3K | 0.01% | 561 |
|
|
2019
Q4 | $57K | Buy |
+515
| New | +$57K | 0.02% | 559 |
|