Vista Investment 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 | $787K | Hold |
3,600
| – | – | 0.23% | 90 |
|
|
2025
Q1 | $879K | Hold |
3,600
| – | – | 0.27% | 82 |
|
|
2024
Q4 | $765K | Hold |
3,600
| – | – | 0.24% | 86 |
|
|
2024
Q3 | $803K | Hold |
3,600
| – | – | 0.26% | 83 |
|
|
2024
Q2 | $759K | Hold |
3,600
| – | – | 0.25% | 89 |
|
|
2024
Q1 | $742K | Hold |
3,600
| – | – | 0.25% | 90 |
|
|
2023
Q4 | $682K | Buy |
+3,600
| New | +$682K | 0.25% | 88 |
|