Virtue Capital Management’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 | – | Sell |
-854
| Closed | -$208K | – | 407 |
|
|
2025
Q1 | $208K | Buy |
+854
| New | +$208K | 0.02% | 445 |
|
|
2024
Q4 | – | Sell |
-971
| Closed | -$217K | – | 283 |
|
|
2024
Q3 | $217K | Sell |
971
-36
| -4% | -$8.03K | 0.04% | 246 |
|
|
2024
Q2 | $221K | Sell |
1,007
-52
| -5% | -$11.4K | 0.04% | 339 |
|
|
2024
Q1 | $211K | Sell |
1,059
-606
| -36% | -$121K | 0.04% | 358 |
|
|
2023
Q4 | $317K | Sell |
1,665
-261
| -14% | -$49.7K | 0.06% | 274 |
|
|
2023
Q3 | $358K | Hold |
1,926
| – | – | 0.06% | 270 |
|
|
2023
Q2 | $358K | Sell |
1,926
-26
| -1% | -$4.84K | 0.06% | 270 |
|
|
2023
Q1 | $344K | Buy |
1,952
+501
| +35% | +$88.3K | 0.06% | 280 |
|
|
2022
Q4 | $240K | Buy |
+1,451
| New | +$240K | 0.04% | 331 |
|
|
2018
Q4 | – | Sell |
-16,028
| Closed | -$1.33M | – | 184 |
|
|
2018
Q3 | $1.33M | Buy |
16,028
+9,855
| +160% | +$815K | 0.28% | 98 |
|
|
2018
Q2 | $506K | Buy |
6,173
+2,767
| +81% | +$227K | 0.25% | 125 |
|
|
2018
Q1 | $284K | Buy |
3,406
+2,020
| +146% | +$168K | 0.15% | 157 |
|
|
2017
Q4 | $113K | Buy |
+1,386
| New | +$113K | 0.06% | 212 |
|