Vise Technologies’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 | $4.04M | Buy |
+18,457
| New | +$4.04M | 0.17% | 135 |
|
|
2024
Q4 | $2.66M | Buy |
12,543
+3,178
| +34% | +$675K | 0.22% | 91 |
|
|
2024
Q3 | $2.09M | Sell |
9,365
-572
| -6% | -$128K | 0.27% | 83 |
|
|
2024
Q2 | $2.09M | Buy |
9,937
+708
| +8% | +$149K | 0.37% | 62 |
|
|
2024
Q1 | $1.9M | Buy |
9,229
+269
| +3% | +$55.4K | 0.37% | 64 |
|
|
2023
Q4 | $1.7M | Buy |
8,960
+4,266
| +91% | +$808K | 0.37% | 69 |
|
|
2023
Q3 | $893K | Buy |
4,694
+878
| +23% | +$167K | 0.22% | 110 |
|
|
2023
Q2 | $718K | Buy |
3,816
+186
| +5% | +$35K | 0.17% | 127 |
|
|
2023
Q1 | $605K | Buy |
3,630
+169
| +5% | +$28.1K | 0.16% | 142 |
|
|
2022
Q4 | $573K | Buy |
3,461
+1,182
| +52% | +$196K | 0.18% | 124 |
|
|
2022
Q3 | $340K | Buy |
2,279
+163
| +8% | +$24.3K | 0.13% | 194 |
|
|
2022
Q2 | $329K | Buy |
2,116
+266
| +14% | +$41.4K | 0.13% | 187 |
|
|
2022
Q1 | $315K | Buy |
+1,850
| New | +$315K | 0.12% | 162 |
|