Vicus 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 | $667K | Buy |
3,049
+11
| +0.4% | +$2.41K | 0.06% | 131 |
|
|
2025
Q1 | $741K | Sell |
3,038
-2
| -0.1% | -$488 | 0.07% | 106 |
|
|
2024
Q4 | $646K | Buy |
3,040
+1,529
| +101% | +$325K | 0.06% | 122 |
|
|
2024
Q3 | $337K | Buy |
1,511
+226
| +18% | +$50.4K | 0.03% | 167 |
|
|
2024
Q2 | $271K | Buy |
1,285
+115
| +10% | +$24.2K | 0.02% | 233 |
|
|
2024
Q1 | $241K | Buy |
+1,170
| New | +$241K | 0.02% | 243 |
|
|
2023
Q4 | – | Sell |
-1,346
| Closed | -$256K | – | 239 |
|
|
2023
Q3 | $256K | Buy |
+1,346
| New | +$256K | 0.03% | 215 |
|